Training Example: Ativa Interactive Corporation – Review the Data, Give Your Score & Compare to the Real AI Evaluation

Ativa Interactive
Providing interactive calculators, financial planning software and infographics for financial service professionals.
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Web Calculators
Consumer-facing financial calculators enhance your web site and keep your visitors engaged by providing tools to help them make financial decisions.
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FreshPlan Software
Powerful, easy-to-use, financial planning software for financial advisors and insurance professionals.
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Infographics
Communicate and reinforce complex concepts with engaging, shareable infographics.
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[H6] ATIVA INTERACTIVE

[H2] Calculate.
Inform.
Engage.

Since 1996, Ativa Interactive has delivered trusted, high-quality calculators and content tailored specifically for financial services professionals.

Ativa tools empower financial professionals deliver consistent, high level of advice with ease—strengthening advisor capabilities, improving the client experience, and naturally opening the door to more referrals.
Created by Canadians, for Canadians.

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Helping Canadian financial professionals deliver more advice to more people, in less time—through practical, easy-to-use tools.

[H6] About ATIVA INTERACTIVE

[H2] How we help

WEB CALCULATORS
Consumer-facing, accessible financial calculators enhance your web site and engage visitors, especially during key financial decisions, making it easier for them to gain clarity.
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INFOGRAPHICS
Create more touchpoints to connect with clients and generate leads through easy-to-share, bite-sized content and actionable advice—designed to keep them engaged and informed.
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FRESHPLAN PLATFORM
Engagement and advice platform empowers Canadian financial professionals to deliver more advice, to more people, in less time.
Discover FreshPlan

[H6] FEATURED

[H2] Web Calculators

[H6] CORPORATE calculator SOLUTIONS

[H2] Our Clients

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[IMG: CI Assante Wealth Logo]

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[IMG: Prosperity Credit Union Logo]

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[H6] financial planning & client engagement

[H2] FreshPlan

Profitably deliver advice and engage with clients across a broad spectrum of client need and sophistication.

FreshPlan is the only engagement and advice platform designed to help financial professionals deliver personalized, easy-to-understand advice—quickly and effortlessly.
It opens the door to more meaningful client interactions, whether you’re having impactful, in-the-moment conversations or building out a full financial plan. FreshPlan is powerful on its own or as a perfect complement to your traditional planning software.

Discover FreshPlan Software

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Deliver More Advice, to More People, in Less Time.

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Calculators

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Infographics

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Minute Plans

[H6] FRESHPLAN ENTERPRISE

[H2] Our Clients

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[H6] TESTIMONIALS

[H6] What FreshPlan users are saying

Mariska Reinerink

Financial Planner

The reports are really user-friendly, and it’s easy to add in concepts for extra information. And with the new developments, it’s getting easier to use all the time. I can now do a high-level retirement plan with a client in less than 15 minutes! They love it, as do I.

Geoff Cook

Manager, Wealth Advisory

Our MFDA salespeople were selling mutual funds to our clients and did not have the tools to discuss a members goals and financial plan. Fresh plan has allowed our Credit Union to have a wholistic conversation with our members and present them with a professional financial plan that they can reference, update and moves with the client on their financial journey.

Marie Phillips

Wealth Advisor

I’ve been a long time user of this program and appreciate the timely, relevant content that is so well put together it is a seamless process for compliance approval.

Scott Smith

Certified Financial Planner

FreshPlan and the infographics are presented in a way that is easy to explain and relate to the clients. Clients get it, and are not overwhelmed or intimidated with the presentation.

Bill Southall

Senior Financial Planning Advisor

FreshPlan is my go to reference tool for showing clients current financial infographics and calculating financial planning modules that are specific to their needs.

Saqib Khan

Wealth Specialist

FreshPlan is easy to use, fast and easy to understand for the clients. It avoids clustering the data and making it look complicated.

M. Armstrong

Financial Advisor

Easy to use, customized output great quick planning tool to show concepts.

J. Ong

Financial Advisor

Easy to navigate, quick input and even faster results, clean layout.

S. Tanner

Financial Planner

FreshPlan is the best one stop shop for Advisors!

B. Davies

Financial Advisor

FreshPlan has been a huge time saver when I need to provide clients with registered plan info, or quick calculators to help them with their financial needs. We love the simplicity and clients love the understandable reports.

[H4] Featured

[H3] We provide solutions to grow your business
Whether you’re an independent financial advisor or leading a large team, Ativa Interactive offers easy-to-use tools to help elevate your service and engage with more clients.

Connect with us today

[H6] financial planning & client engagement

[H2] FreshPlan

FreshPlan helps you engage clients with ease—before, during, and between appointments. By combining intuitive calculators with compelling infographics, it turns complex financial concepts into simple, visual conversations.

Demonstrate your expertise, spark more meaningful discussions, and deliver high-quality advice in less time. Strengthen relationships, stand out to early prospects, and make your practice more efficient—without adding to your workload.
Visit FreshPlan.ca by Ativa

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Boost engagement and drive leads with impactful, shareable content and actionable advice.

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Calculators

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Infographics

Planners

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Minute Plans

Visit FreshPlan.ca

[H3] Deliver More Advice, to More People, in Less Time

SNACKABLE
Grab attention and spark conversations with bite-sized, shareable content and practical insights. FreshPlan’s 150+ easy-to-use tools are built with clients and prospects in mind—clear, approachable, and ready to go.

Order your Free Trial

STACKABLE
Whether it’s a quick check-in or a full financial strategy session, FreshPlan helps you show up with impact. Use it on its own or alongside your legacy financial planning software to spark smarter, more meaningful client conversations.

ADAPTABLE
FreshPlan’s modular approach flexes to fit your workflow—whether you’re a new advisor or seasoned pro, offering quick guidance or building deeper plans. It’s built to support every client conversation, from simple to sophisticated.

[H6] ORDER FRESHPLAN TODAY

[H3] Options and Pricing

[H3] Infographics
For professionals who want simple, sharable visuals to support conversations.$500/annuallyOrder nowShareable Infographics
Infographics
Infographic Sharing
Regular updates
Support

[H3] Premium
For professionals ready to deepen engagement with fully interactive tools.$1,000/annuallyOrder nowShareable Infographics + Shareable Calculators
Infographics
Infographic Sharing
Reports
Save By Client
Calculators
Calculator Sharing
Regular updates
Support

[H3] Core Plan
For professionals who want a complete planning toolkit without sharing calculators.$700/annuallyOrder nowShareable Infographics + Calculators
Infographics
Infographic Sharing
Reports
Save By Client
Calculators
Regular updates
Support

[H6] TESTIMONIALS

[H3] What our clients are saying

The reports are really user-friendly, and it’s easy to add in concepts for extra information. And with the new developments, it’s getting easier to use all the time. I can now do a high-level retirement plan with a client in less than 15 minutes! They love it, as do I.

[H6] Mariska Reinerink
Financial Planner

Our MFDA salespeople were selling mutual funds to our clients and did not have the tools to discuss a members goals and financial plan. Fresh plan has allowed our Credit Union to have a wholistic conversation with our members and present them with a professional financial plan that they can reference, update and moves with the client on their financial journey.

[H6] Geoff Cook
Manager, Wealth Advisory

I’ve been a long time user of this program and appreciate the timely, relevant content that is so well put together it is a seamless process for compliance approval.

[H6] Marie Phillips
Wealth Advisor

FreshPlan and the infographics are presented in a way that is easy to explain and relate to the clients. Clients get it, and are not overwhelmed or intimidated with the presentation.

[H6] Scott Smith
Certified Financial Planner

FreshPlan is my go to reference tool for showing clients current financial infographics and calculating financial planning modules that are specific to their needs.

[H6] Bill Southall
Senior Financial Planning Advisor

FreshPlan is easy to use, fast and easy to understand for the clients. It avoids clustering the data and making it look complicated.

[H6] Saqib Khan
Wealth Specialist

Easy to use, customized output great quick planning tool to show concepts.

[H6] M. Armstrong
Financial Advisor

Easy to navigate, quick input and even faster results, clean layout.

[H6] J. Ong
Financial Advisor

FreshPlan is the best one stop shop for Advisors!

[H6] S. Tanner
Financial Planner

FreshPlan has been a huge time saver when I need to provide clients with registered plan info, or quick calculators to help them with their financial needs. We love the simplicity and clients love the understandable reports.

[H6] B. Davies
Financial Advisor

[H2] FreshPlan Enterprise
Ensure financial planning engagement with clients is consistent whether your advisors are planning from home or in the office. Reduce the learning curve with visual, easy-to-use modules.

Visit FreshPlan Enterprise

[H2] Enterprise Version Features

Whether you’re guiding a large advisory team at a bank, credit union, or investment firm, FreshPlan is the one platform designed to help your team deliver clear, personalized advice—faster and with less effort. It simplifies complex concepts and makes client engagement feel effortless.

[H4] On-Demand

Access anywhere you have Internet, anytime, using any device. FreshPlan software is fully responsive and works seamlessly on your phone, tablet, iPad, laptop or desktop.

[H4] Ease of Use

FreshPlan’s intuitive workflow mean your team can hit the ground running—delivering higher-quality advice to more clients from day one. It’s simple enough to start with the basics, yet powerful enough to grow alongside your advisors’ skills and your clients’ evolving needs and complexity.

[H4] Adaptable

FreshPlan helps spark more meaningful client conversations—whether it’s a quick, impactful discussion or part of a broader financial plan. It powerful on its own or alongside your legacy planning software.

[H4] Feature Control

Flexible user profiles give you control over content access, tailoring the experience to each advisor’s role and credentials. As your team grows in experience and seniority, FreshPlan grows with them.

[H4] Tracking & Reporting

Detailed usage tracking and reporting show how your team engages with FreshPlan—highlighting what’s used most, where support is needed, and how to get the greatest value from the platform.

[H4] Secure

FreshPlan security protocols are standardized with a service architecture designed for confidentiality, integrity, and secure availability of your data. Single Sign On option makes accessing FreshPlan additionally streamlined.

[H6] FRESHPLAN Enterprise

[H2] Our Clients

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[H3] We provide solutions to grow your business
Connect with us to order a free demo or to book a virtual tour.

Connect with us today

[H6] LEARNING HELP

[H5] Support

The FreshPlan Support Centre offers a series of resources to help you with your FreshPlan software.

If you are unable to find what you need here, connect with us for further support. We’re here to answer your questions.

Registered FreshPlan users can contact us for support.

Contact support

[H2] FreshPlan Quick Start

[H4] Setting up your account

It’s easy to set up your Advisor account before you get started.

[H4] Navigating FreshPlan

Learn more about how to get around inside FreshPlan.

[H4] Fillable Forms

Collect client information in a snap will fillable PDF forms.

[H5] FAQs
[H4] What is FreshPlan?

Whether you’re an independent advisor at a small firm or leading a large team at a national brand, FreshPlan is the only engagement and advice platform that empowers you to deliver personalized, digestible advice—quickly and easily.
With limitless configurations across countless scenarios, FreshPlan enables more frequent, meaningful advice conversations with more clients. Quickly engage clients with easy-to-share bite-sized content and advice before, during and between meetings.
Easy to learn, easy to get started. Create more opportunities for delivering advice, whether it’s quick conversations, or a deep dive into an advice topic.
FreshPlan offers full menu of financial topics and tools to choose from, raising your advice game. Robust on it’s own or a perfect complement to your legacy planning software creating more opportunities for delivering advice whether it’s rich in-the-moment conversations, or a more comprehensive plan.

[H4] Why can't I see new content in FreshPlan?

Clear Your Cache
As new and relevant content is continually added, ensure you are using the most recent version of FreshPlan by clearing your browser’s cache.
How to Clear Cache in Chrome
How to Clear Cache in Edge

[H4] Can my client's interact with FreshPlan calculators on my website?

Yes, with the FreshPlan annual subscription that enables calculator sharing.
Provide a higher level of advice in less time by empowering clients and prospects to engage directly with calculators. Simply choose the calculator, and click the SHARE button. The link can be posted on your Advisor site, sent via email, or shared on your socials.

[H4] How can I share FreshPlan infographics?

Yes! FreshPlan infographics are a powerful way to engage clients and prospects throughout the year with vibrant, relevant content.
Simply choose the infographic, and click the SHARE button. The link can be posted on your Advisor site, sent via email, or shared on your socials. A teaser will appear on your socials inviting users to click to see the full infographic.
[H4] Share infographics in a number of ways.
Infographics as part of a Financial Plan
Combine calculators and infographics in a single plan or report that can be saved, printed or generated into a PDF.
Share through email
Infographics can be saved as a PDF and sent as an attachment through email.
Print and share
Each infographic is personalized, and ready for print in a 8.5 x 11″ format. Add infographics to a regular mailing, or use them in meetings to help start a conversation or reinforce a recommendation.
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NOTE: All content is personalized with advisor name, company logo, contact information, and relevant disclaimers. Infographics must be shared in their entirety and may not be clipped, edited or altered in any way, as all content is copyright of Ativa Interactive.

[H4] How can I find something in FreshPlan?

Categories
Calculators and infographics are organized into financial categories. Look for relevant tools under their category.
Search
Click in the Search box. Type in your search term and the results will appear below.

[H2] Webinars

Create a Financial Plan

Retirement Planner

[H2] FreshPlan Help

[H6] Search for training tips to help make the most of FreshPlan.

[H2] Terms of Use

Disclaimer
The information contained on this Web site is for informational purposes only. It is not intended to provide consulting, legal, accounting, tax, investment, financial or other advice to you, and you should not rely upon the information to provide any such advice. Although we believe that the information provided on this website is accurate and complete and we try to keep the information current, we do not provide any warranty, express or implied, that the accuracy or completeness of any information provided as part of this Web site. Neither Ativa Interactive Corp., its subsidiaries, its partners nor its affiliates shall be liable in any manner or to any extent for any direct, indirect, special, incidental or consequential damages, losses or expenses arising out of the use of this Web site.
Websites accessed via hypertext link or other means from this Web site have, unless otherwise indicated, been independently developed by third parties and we do not warrant the accuracy or completeness of the information contained in such sites. The inclusion of any information, material, content or links on this website should not be construed as an express nor an implied endorsement of any third party products or services.
Intellectual Property
All intellectual property rights over FreshPlan, Ativa Interactive Corporation Content, its design, and source code, and all content included in any of them (including without limitation text, images, databases, graphics, logos, icons, buttons, pictures, videos) belong or are licensed to the Ativa Interactive Corporation.
Except as expressly authorized under these Terms, the reproduction or distribution, as well as transformation, producing any derivative works of any kind, public communication, making available, extraction, reuse or any other use of the Ativa Content or any of its parts, is strictly forbidden.
Copyright
Unless otherwise stated, all material on the website is copyright of Ativa Interactive Corp. All materials published or otherwise accessible through this website, including, but not limited to, news articles, text, photographs, images, illustrations, infographics, audio clips, video clips, software and other materials (the “Content”) are protected by copyright, and are owned or controlled by either Ativa Interactive Corp. or the party credited as the provider of the Content. In addition, this website is protected by copyright as a collective work and/or compilation, pursuant to U.S. and Canadian copyright laws, international conventions and other copyright laws. Unless otherwise specified, any reproduction, modification, redistribution, publication, transmission, transfer, sale, distribution, performance, display or exploitation of this website, whether in whole or in part, constitutes a violation of federal, state or common law and is prohibited.