EDUCATE

Infographics

Communicate complex concepts with vibrant, sharable, easy-to-understand infographics.

Communicate Complex Concepts
Financial infographics are an effective way to take complex ideas, filled with data and facts and simplifying the story using with visuals. When clients and prospects gain insights quickly, the content is more memorable.

Current & Shareable
Manage your client communications with current and timely vibrant infographics to share on social media, via email, in meetings or mailings.

Companion Calculators
Online financial calculators and tools make a powerful complement to help clients to make informed decisions about their financial future.

Financial Infographics on a desk

Infographics help financial professionals to stay connected to clients and prospects all year.

Featured Infographics

Memorable Information
By presenting key trends, market analyses, or investment strategies in a graphical format, advisors can effectively communicate important information to clients without overwhelming them with technical jargon. Financial infographics not only simplify complex ideas but also engage clients visually, making the information more memorable and actionable.

Expand Your Reach
These infographics not only enhance clients’ comprehension of key financial information but also make it readily shareable on social media and via email. By sharing these infographics, clients can educate their network and peers, spreading valuable financial knowledge and insights. This not only strengthens the advisor-client relationship by demonstrating proactive client support but also expands the advisor’s reach and influence within their community. Additionally, infographics serve as versatile tools for engaging clients across various communication channels, fostering a collaborative approach to financial planning and decision-making.

Featured infographics are included in FreshPlan software and are also available as a print-ready or web-ready pieces.

Financial Infographics for your Clients
This approach not only educates clients but also strengthens their trust in the advisor’s expertise and commitment to providing valuable insights. Ultimately, financial infographics serve as powerful tools for enhancing client communication, fostering informed decision-making, and building a stronger advisor-client relationship based on transparency and clarity.

We provide solutions to grow your business

Engagement and storytelling are at the heart of our approach. At Ativa Interactive, we provide web-based interactive, visual, and topical content for all demographics, taking a holistic view of financial planning.