• Concept Toolkit

    Concept Toolkit

    Calculate • Plan • Educate
    Easily calculate, explain and reinforce complex financial concepts with Concept Toolkit financial planning software. A combination of 100 calculators and 200 infographics provides financial and insurance advisors with the perfect software tool to complement their existing financial planning software.

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  • Planning Toolkit

    Planning Toolkit

    Planning Toolkit is a needs analysis financial planning software package with ten integrated planning modules. The fact finder questionnaire allows you to gather and enter data once to integrate all information into each integrated module. So easy to use it allows advisors to complete a full financial plan in 30 minutes and flexible enough for single needs analysis when a full plan is not needed.

    Start planning: Less time managing software = more time for clients.

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  • Financial Calculators

    Financial Calculators

    Add instant interactivity to your advisor or corporate website with customized web calculators. All calculators are easy-to-use and allow clients enter different scenarios to personalize their results. Educate and reinforce with easy-to-use “what-if” scenarios.

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  • Communicate with Infographics

    Communicate with Infographics

    Ativa provides project-managed solutions that start with a analysis of your requirements, design specification, and implementation. From projects such as custom infographics and interactive calculators, to large unique applications, Ativa prides itself in strong project management and an ability to consistently deliver results.

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Recent Articles

Infographic: 2013 Tax Tips

Infographic: 2013 Tax Tips

Infographic illustrates last minute tax tips for Canadians.

Infographic: Concept Toolkit 12

Infographic: Concept Toolkit 12

Learn more about Concept Toolkit 12 in this infographic.

Infographic: Understanding MERs

Infographic: Understanding MERs

Learn more about how management expense ratios work, the costs associated and how they affect investment returns.

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Featured Calculators

First-Time Donor’s Tax Credit Calculator

First-Time Donor’s Tax Credit Calculator

Calculator and Infographic illustrating the First-Time Donor’s Super Credit, designed to encourage charitable donors through an enhanced tax incentive.

Pay Wage Calculator

Pay Wage Calculator

Use this income calculator to convert a given wage to an equivalent hourly, daily, weekly, monthly and yearly salary.

Ottawa’s Final Tax Bite

Ottawa’s Final Tax Bite

The full value of your RRSPs and RRIFs will be taxed by Ottawa in the year of death if you don’t have a surviving spouse. Estimate Ottawa’s final tax bite.