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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. -
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
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
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.
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
Continue Reading
Recent Articles
Infographic: Understanding MERs
Learn more about how management expense ratios work, the costs associated and how they affect investment returns.
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
Continue Reading
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.
Continue Reading
Featured Calculators
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.
Use this income calculator to convert a given wage to an equivalent hourly, daily, weekly, monthly and yearly salary.
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.
