FreshPlan

FINANCIAL PLANNING SOFTWARE

Web-based Financial 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.

Plan

Create a single needs plan or a full financial plan in minutes.

View a sample financial plan.

Calculate

Calculate scenarios across the full spectrum of Financial, Investment, 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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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.

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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 financial plan.

ON DEMAND, CROSS PLATFORM

Pick up where you left off seamlessly.

Access FreshPlan anywhere you have Internet access, 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.

Secure

FreshPlan security protocols are standardized with a service architecture designed for confidentiality, integrity, and secure availability of your data.

FreshPlan Enterprise

Ensure financial planning engagement is consistent whether Advisors are planning from home or in the office. FreshPlan Enterprise offers additional features including user tracking, reporting, user profiles, unique content, single sign on capabilities, and more.

Stay Connected

Get the conversation started. FreshPlan is designed to support financial service professionals by providing convenient tools to help them analyze, explain and offer historical context to reinforce recommendations to clients and prospects.

View a sample financial plan.

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.