For Serious College & Financial Planners Like You.
Finally, a toolkit that helps you manage the overwhelming amount of detail involved in college planning and financial-aid
User Management
Access your client information from anywhere. Your toolkit gives you the ability to manage all of your clients' data from one central place. No need to worry about backups or lost spreadsheets.
Deadline Management
You no longer need a calendar next to you at all times to notify families of upcoming deadlines. Your FAFSA and CSS Profile Deadline Manager keeps you notified of all deadlines for colleges previously selected by students and their families
Parent Portal
Grant access to your clients so they can fill out the information, which greatly reduces the number of calls for data verification. Once the process is verified by you, the ability to lock the file is in place
Document warehousing
Store all pertinent documents in the cloud, accessible from anywhere, by year of service and document type
College data
Find the latest information on thousands of U.S. colleges and universities in your toolkit all in a centralized to enhance your planning
Merit-Based Scholarship Information
The personalized report you generate for you clients will also contain information of scholarship programs for which they can apply
What-if Scenarios
Through the simulation engine available to you, explore with your clients the best possible paths to saving for college and obtaining the most benefit from financial aid applications.
Prospecting tools
Provide a report to families that are on the fence to use your services. Your quick analysis report allows you to show families the basics of all the goodness you can provide for them
Customizable Email Notifications
You can specify all the content of the emails being sent to your clients. This ensures you are giving them only the information you deem necessary for their success. Your toolkit, your notifications
Use your company's branding. Your toolkit is white-Labeled.
You can set up your account to display your logo and company name, so your clients continue to deposit their trust in you.
You can show a professional look and an enterprise operation the moment your sign up. Let your clients see that you have cutting-edge tools to help them from planning to submitting forms.
Personalized client reports & customizable servicing steps
Based on college selection with dynamic sections, graphics, schools cost of attendance comparison, school admission analysis, pdf, and more.
FAFSA/CSS Profile Submission
Avoid duplicate entry and use the same data you entered in the toolkit to automatically submit FAFSA and CSS Profile applications for your clients, including real DRT.
Submitting FAFSA and CSS Profile applications manually is tedious, complicated and error-prone. Let your tookit work for you.
Take a closer look
