Understanding Investment Returns - Ativa Interactive Corp.

Objective
The clients wanted to develop an infographic to illustrate the complex concept of time-weighted investment returns and money weighted investment returns.

The reports are really user-friendly, and it’s easy to add in concepts for extra information. And with the new developments, it’s ...

Mariska Reinerink

Financial Planner

Our MFDA salespeople were selling mutual funds to our clients and did not have the tools to discuss a members goals and financial ...

Geoff Cook

Manager, Wealth Advisory

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 seamle...

Marie Phillips

Wealth Advisor

FreshPlan and the infographics are presented in a way that is easy to explain and relate to the clients. Clients get it, and are n...

Scott Smith

Certified Financial Planner

FreshPlan is my go to reference tool for showing clients current financial infographics and calculating financial planning modules...

Bill Southall

Senior Financial Planning Advisor

FreshPlan is easy to use, fast and easy to understand for the clients. It avoids clustering the data and making it look complicate...

Saqib Khan

Wealth Specialist

Easy to use, customized output great quick planning tool to show concepts.

M. Armstrong

Financial Advisor

Easy to navigate, quick input and even faster results, clean layout.

J. Ong

Financial Advisor

FreshPlan is the best one stop shop for Advisors!

S. Tanner

Financial Planner

FreshPlan has been a huge time saver when I need to provide clients with registered plan info, or quick calculators to help them w...

B. Davies

Financial Advisor