Fresh Plan
FINANCIAL PLANNING SOFTWARE
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 75 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.
View a sample report.
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.