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.

Calculators

Calculate across a spectrum of Financial , Debt, Investment, RRSP, Retirement, Tax, Insurance, Estate and Education Planning.

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Infographics

Communicate complex concepts with vibrant, sharable, easy-to-understand infographics.

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Reports

Easily merge calculators and infographics into visual reports to share with clients.

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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.

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ON DEMAND, CROSS PLATFORM

Pick up where you left off seamlessly.

Access FreshPlan anywhere, anytime using any device ā€“ phone, tablet, iPad, laptop or desktop.

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

Secure

We use industry standards and data encryption to keep your critical data secure, private and backed up.

Enterprise Version

FreshPlan comes in an Enterprise version with these great features:
1. Add your own unique content
2. Usage tracking and reporting
3. Manage the addition and removal of your own users
4. Create user profiles to limit content to users based on credentials
5. Single Sign On makes accessing FreshPlan simple and easy.

Simple Conversations

Every lasting client relationship starts with a simple conversation. FreshPlan helps you get the conversation going. Quickly create client presentations, approach pieces and leave behinds. It looks like it took you hours to prepare when it only takes minutes.

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