Spend less time managing your software and more time engaging your clients and prospects.
Calculate. Educate. Plan.
FreshPlan allows advisors to quickly engage clients with a variety of integrated, goals-based planning modules and visual infographics. So easy to use it allows advisors to complete a full financial plan in 30 minutes and flexible enough for single needs analysis when a full plan is not needed.
FreshPlan is designed to support Canadian financial service professionals by providing convenient tools to help them analyze, explain and offer historical context to reinforce recommendations to clients and prospects. Whether planning from home or in the office, access FreshPlan anywhere you have internet, anytime, using any device. FreshPlan is fully responsive and works seamlessly on your phone, tablet, iPad, laptop or desktop.
Ensure financial planning engagement with clients is consistent and compliant. FreshPlan Enterprise offers a host of special features to support Advisor planning with feature controls and secure reporting in your organization.
Contact us to schedule a 15 minute online demo.VISIT FRESHPLAN
Concept Toolkit includes over 100 calculators and 200 infographics to provide advisors with the perfect software tool to complement their existing needs analysis software
Needs Analysis Software
Planning Toolkit includes ten integrated modules allowing advisors to complete a full financial plan in 30 minutes. It’s modular and flexible enough for a single needs analysis when a full plan is not needed.
Ativa Interactive develops easy-to-use financial planning software, website content and calculators, and infographics for financial advisors, organizations and other professionals.
Operating on the premise that professionals shouldn’t have to be technology experts, Ativa software is both powerful and intuitive so Advisors can spend less time learning software and more time with their clients. Ativa software is designed to support financial service professionals by providing convenient tools to help them analyze, explain and offer historical context to reinforce their recommendations.FREE TRIAL ORDER NOW
Our software is sold on a 12-month subscription basis, billed annually.
|Minimum Subscription||12 months||12 months||12 months|
* Applicable taxes (GST/HST) are extra.
* For multiple user pricing, contact us at email or 905-648-3221.
Try Before You Buy
Ativa Interactive Corporation has a No- refund Policy on all software applications and bundles. We offer free, fully functional trial versions of our software that you can download and try before you buy. These trial versions allow you to test the software before you decide to make a purchase.