Hamilton, Ont.-based Ativa Interactive Corp. has released its Concept Toolkit 12 and Planning Toolkit 9 software.
Describing it as the most significant release to date, Ativa says financial planning professionals can expect substantially redesigned contents and a clean-cut user interface for easier navigation.
“We’re excited to offer our users a convenient resource of revamped illustrations and financial infographics in the new release of Concept Toolkit 12”, says Tony Valaitis, managing partner of Ativa.
“It makes it much easier to explain and reinforce complex financial concepts to clients and prospects and is designed to complement their existing financial planning software,” he explains.
Additional content has been added in this release including resources on the new Old Age Security changes, Tax Free Savings Accounts, mortgage and term insurance and more.
Planning Toolkit 9 has been redesigned with a new user interface for easy navigation and includes a number of upgrades and additions. Planning Toolkit is a needs analysis financial planning software package with 10 integrated planning modules. Valaitis adds, “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.”
Targeted to serve financial planners, insurance and investment advisors and other financial professionals, the new release is available immediately. Ativa is taking this release opportunity to offer a $100 discount off the Concept Toolkit and Planning Toolkit programs until January 31. To learn more, please visit www.ativa.com.
Ativa develops financial planning software, website content and calculators for financial professionals, institutions and employee financial education providers.