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Planning Toolkit Software

Needs Analysis Financial Planning Software
$299, $110 Annual Renewal

Planning Toolkit SoftwarePlanning 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. All information distributes 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.

Order with Concept Toolkit and get special bundle pricing.

“Planning Toolkit helps me serve my clients needs better. It’s easy to use and client friendly!”

Donna Worthington CFP
Investment Planning Counsel

  • Personal Data
  • Retirement
  • Letter of Engagement
  • Cash Flow
  • Net Worth
  • Asset Allocation
  • Life Insurance
  • Disability Insurance
  • Estate Planning Checklist
  • Education

“Planning/Concept Toolkit is a very versatile financial planning software and presentation package. I have been using Ativa’s software for more than 5 years and this current version is both comprehensive and time saving.”

Leonard Bick MBA CFP
Investment Planning Council

  • Easy to use – create financial plans in 30 minutes
  • Integrated planning modules – enter data once
  • Flexible – use planning modules for single needs analysis
  • Fact finder questionnaire to gather data for financial plan
  • Email financial plans to clients in PDF format
  • Convenient, one page summary of entire plan
  • Add custom text to any planning module
  • Graphical concept screens for each planning module
  • Share client database over a network with your assistant or co-planner
  • Read more about what our clients are saying about Planning Toolkit.

Planning Toolkit 30 day free trial



Planning Toolkit Software Infographic