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Using Favourites

Setting up Favourites offer quick access in the future.

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Using Search

Quickly find what you’re looking for with Search.

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Creating a New Client

Start planning by creating a new client.

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Finding an Infographic

Search for engaging infographics in FreshPlan.

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How to Find a Calculator

Finding relevant calculators in FreshPlan.

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My Account

Set up your advisor account in FreshPlan.

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Navigating FreshPlan

Discover how to get around in FreshPlan.

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What is FreshPlan?

Learn more about FreshPlan financial planning software.

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FreshPlan Help

Discover resources to help you make the most of your FreshPlan financial planning software.

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About us

Since 1996, Ativa Interactive has been developing software, website content, financial calculators and infographics for the financial services industry. Our mission is to consistently deliver effective, practical, easy-to-use, visual tools.

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