FINANCIAL PLANNING SOFTWARE
Web-based Financial Planning Software
Powerful, easy-to-use financial planning software for Financial Advisors and Insurance Professionals.
Calculate, educate and create financial plans in minutes instead of hours using visual planners, calculators and infographics that clients and prospects will understand.
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.
Since 1996, Ativa Interactive has been developing software, financial calculators and infographics for financial advisors, professionals, and corporations.
Share Personalized Infographics
Choose from a growing library of educational infographics covering the concepts your clients and prospects need most when they are making important financial considerations.