• Software Solutions

    Ativa Interactive develops easy-to-use financial planning software, website content and calculators for financial advisors, institutions and employee financial education providers. 

    Ativa software is both powerful and intuitive so Advisors can spend less time learning software and more time with their clients.

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  • Infographics

    Communicate your message with Infographics. 

    These graphic visual representations of information, data or knowledge allows you to easily explain both complex and everyday topics, to encourage discussion and a call to action.

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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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Recent Articles

10 Tech Terms Explained

We work with technology everyday, but that doesn’t mean that we understand everything. Learn the Top 10 Tech Terms that You’re Mixing Up.

Writing a Prospecting Letter

Many advisors are building their practices and are looking for new clients. In this article from Bryce Sanders, contributor to Advisor.ca, he offers some practical ideas to help you get that prospecting letter started. Most advisors know it takes about six tries before prospects are on board. A prospecting letter is often the first step, […]

Reality Check for Pre-Retirement Clients

Many of your clients may be moving into retirement soon. While it may be much anticipated, it will be a big change for many. As an advisor you can help. Read more about how your clients may need a reality check.

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Featured Calculators

Taxes and Investment Income

There are three different types of investment income – interest, dividends and capital gains. When investing outside an RRSP, it’s important to understand how each of these is taxed. Try this calculator to see the difference taxation makes.

Financial Health Checklist

Certain life changes should serve as reminders that a financial check-up is in order. Use the checklist to help get your financial health in order.

Estate Planning Checklist

Estate planning is the process of structuring your personal and financial affairs so that, upon death, your assets are distributed according to your wishes. Use this checklist to get your estate plan on track.