Ativa
Interactive
Since 1996, Ativa Interactive Corporation has been developing software, financial calculators and infographics for financial advisors, professionals, and corporations.
Supporting Canadian financial service professionals by providing convenient tools to help them analyze, explain and offer historical context to reinforce financial recommendations to clients and prospects.
Providing professionals with powerful tools to help them analyze, explain and offer historical context to clients.
OUR MISSION
Our Mission
To consistently deliver effective, practical, easy-to-use, visual tools.
PRACTICAL
Calculate, educate and create financial plans in minutes instead of hours using visual planners, calculators and infographics that clients and prospects will understand.
EASY TO USE
Operating on the premise that individuals shouldn’t have to be technology experts, we design tools so financial professionals can spend more time with clients and less time learning software.
VISUAL
Intuitive tools allow professionals to communicate complex financial calculations and concepts with visual, easy-to-understand output.
OUR HISTORY
Our Story
Sketching diagrams in meetings seemed to help clients understand complex concepts. We noticed our financial services colleagues were doing the same thing – scribbling triangles, arrows, graphs, numbers.
It is important for clients to understand financial planning elements to make informed decisions about their financial well-being. Dynamic calculators and infographics provide advisors with the tools to communicate concepts clearer.
With this in mind, Concept Toolkit software was launched in 1997. Building upon our practical software foundation Ativa then introduced needs analysis software, Planning Toolkit. In 2020, both programs were enhanced and migrated to FreshPlan Online.
FreshPlan provides advisors with powerful, intuitive financial planning software to help them calculate complex scenarios, support recommendations with infographics, and create robust financial plans to help their clients.
And, we made the software really easy to use.
It’s more effective for professionals to explain complex concepts to their clients through infographics and calculators they’ll understand.
We provide solutions to grow your business
Engagement and storytelling are at the heart of our approach. We provide web-based interactive, visual, and topical content for all demographics, taking a holistic view of financial planning.
TESTIMONIALS
What our clients are saying
The reports are really user-friendly, and it’s easy to add in concepts for extra information. And with the new developments, it’s getting easier to use all the time. I can now do a high-level retirement plan with a client in less than 15 minutes! They love it, as do I.
Our MFDA salespeople were selling mutual funds to our clients and did not have the tools to discuss a members goals and financial plan. Fresh plan has allowed our Credit Union to have a wholistic conversation with our members and present them with a professional financial plan that they can reference, update and moves with the client on their financial journey.
I’ve been a long time user of this program and appreciate the timely, relevant content that is so well put together it is a seamless process for compliance approval.
FreshPlan and the infographics are presented in a way that is easy to explain and relate to the clients. Clients get it, and are not overwhelmed or intimidated with the presentation.
FreshPlan is my go to reference tool for showing clients current financial infographics and calculating financial planning modules that are specific to their needs.
FreshPlan is easy to use, fast and easy to understand for the clients. It avoids clustering the data and making it look complicated.
Easy to use, customized output great quick planning tool to show concepts.
Easy to navigate, quick input and even faster results, clean layout.
FreshPlan is the best one stop shop for Advisors!
FreshPlan has been a huge time saver when I need to provide clients with registered plan info, or quick calculators to help them with their financial needs. We love the simplicity and clients love the understandable reports.