Ativa Delivers Significant New Software Release

Concept Toolkit and Planning Toolkit Software Available Now with a Limited Time Offer of $100 off.

HAMILTON, Ontario (January 10, 2013) – Ativa Interactive today released its Concept Toolkit 12 and Planning Toolkit 9 software. As the most significant release to date, 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”, said Tony Valaitis, Managing Partner of Ativa Interactive Corporation. “Infographics are in demand these days because they interpret statistics, data and other information in a visual way. 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.”

Additional content has been added in this release including resources on the new OAS changes, TFSAs, Mortgage and Term Insurance and much 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 ten integrated planning modules. Valaitis added, “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.”

Pricing and Availability
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, 2013. To learn more, please visit

About Ativa Interactive
Since 1996, Ativa Interactive Corporation has been developing financial planning software, website content and calculators for financial professionals, institutions and employee financial education providers. All Ativa software tools support financial service professionals by providing powerful, easy-to-use tools to help them analyze, explain and offer historical context to reinforce their recommendations and help their clients reach their financial and life goals.

Adrianne Sprogis, Marketing & Creative
(905) 648-3221

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