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Collegiate Funding Solutions’ college-planning software enables financial advisors to quickly and efficiently identify and assess strategies for helping their clients save ON, not just for college costs. These school-specific college funding and college cost saving strategies are customized to their client’s finances and college funding timeframe. It would take the average advisor years of research to accumulate all the expertise and actionable information in Collegiate Funding Solutions’ school-specific college-planning software.
Think of CFS’ software as a sort of TurboTax®for college planning. You don’t need to be an expert to use it or to benefit from the expertise it yields. Just like TurboTax® can help you reduce out-of-pocket tax payments, CFS’ software can help reduce out-of-pocket college costs.
Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.