Fresh Plan

FINANCIAL PLANNING SOFTWARE

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Web-based Financial Software

Powerful, easy-to-use financial planning software for Financial Advisors and Insurance Professionals.

Calculate, educate and create reports in minutes instead of hours using visual calculators and infographics that clients and prospects will understand.

FreshPlan Desktop

Easy-to-use, modular, financial software

Easily calculate, explain and reinforce complex financial concepts with a secure, online app accessible from any browser or device.

CUTTING THE LEARNING CURVE

Intuitive, powerful software

FreshPlan combines 50 calculators with powerful infographics to provide advisors with a visual, easy-to-use, time saving planning and education tool. Spend more time with clients and less time learning software.

ON DEMAND, CROSS PLATFORM

Pick up where you left off seamlessly.

Access FreshPlan anywhere, anytime using any device – phone, tablet, iPad, laptop or desktop.

Since 1996, Ativa Interactive has been developing software, financial calculators and infographics for financial advisors, professionals, and corporations.

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