Ativa releases new planning software

By Staff | January 11, 2013 | Last updated on January 11, 2013
1 min read

Ativa Interactive has released its Concept Toolkit 12 and Planning Toolkit 9 software. Users will see substantially redesigned contents and a clean-cut user interface for easier navigation.

The software features additional content, including resources on the new OAS changes, TFSAs, mortgage and term insurance.

Planning Toolkit is a needs analysis financial planning software package with 10 integrated planning modules. “It is designed to allow advisors to complete a full financial plan in 30 minutes and flexible enough for single needs analysis when a full plan is not needed,” says Tony Valaitis, managing partner of Ativa Interactive Corporation. staff


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