Software - N/A, N/A, CA
Ativa Interactive solutions are designed to support Canadian financial service professionals by providing convenient tools to help them analyze, explain and offer context to reinforce recommendations to clients.Since 1996, Ativa Interactive has been developing software, financial calculators and infographics for financial professionals, insurance advisors, associations and organizations.FreshPlan online Financial Planning software allows advisors to quickly engage clients with a variety of integrated, goals-based planning modules including retirement, insurance, estate and education planning snapshots. 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.Through our intuitive, visual approach, we are able to help financial professionals and their clients understand and plan for their financial future. Operating on the premise that professionals shouldn't have to be technology experts, Ativa Interactive software is both powerful and intuitive so Advisors can spend less time learning software and more time with their clients.We develop everything with our mission in mind—to consistently deliver effective, practical, easy-to-use, visual tools to help advisors help their clients.
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