Solution introduction

The tool you need

The resources you deserve

The College Aid Pro software application is a state of the art college funding tool for financial planners. This all-in-one tool is empowering advisors to deliver college planning strategies to their clients in a seamless way. We’re taking the hassle out of college planning and making it easy for advisors to eliminate the stress and anxiety their clients are feeling around college planning.

Streamlined processes
Don’t waste another minute running reports comparing different colleges for your college-bound clients. College Aid Pro™’s streamlined processes are battle-tested, and fast, to give your clients the best experience possible when planning their college funding strategy.

User-friendly interface
With self-onboarding, and a user-friendly experience, you can rest assured that the College Aid Pro™ software will be easy to use, and a high value-add to your practice.

Net-cost comparison of 2,400+ schools
Our apples-to-apples comparison allows you to contrast different school options across the country, calculate EFCs, and smart-search for the best-fit schools for your clients and their college-bound kids.

White-labeled experience and reports
From scenario modeling to dynamic reports reflecting the full four years of the college experience, you’ll be able to provide a seamless client experience.

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