Powerful data
Get a complete overview of your company’s cumulative college savings allowing you to create measurable KPIs and internal marketing messages.
Our proprietary, algorithmic approach synthesizes demographic information, plan performance, fees, taxes and more.
Each employee is unique, from what they can afford to save, to their tolerance for risk. Our recommendations are tailored to maximize college savings for every individual.
After answering our short questionnaire, your employees can get expert advice and have their college savings plan funded in minutes!
Our revolutionary dashboard allows your employees to see projected future performance and likelihood of success in achieving savings goals.
Each employee sets a savings goal and receives timely suggestions on steps they can take to keep their investment on track.
Employees can adjust factors such as monthly contributions to see how these changes affect their outcome.
Each employee works with a personal, licensed financial advisor who can provide insight and answers to complex questions regarding their college savings plan.
From a new child to changes in income, each employee’s situation will change over time; our experts can help guide them every step of the way.
Each employee gets a single advisor for their account, assuring they interact with someone who knows their situation first hand.
Computers and algorithms can’t handle every aspect of an investment. Our advisors can help your employees with the more complex and delicate situations they encounter.
Easily see how many of your employees are saving for college and how much they are contributing.
Get data that can help you predict the future success of your college savings program.
Get an illustrative breakdown of each metric and browse results by year or a customized timeframe.
In-depth record keeping is available if you choose to contribute to your employees’ accounts.
Powerful data
Get a complete overview of your company’s cumulative college savings allowing you to create measurable KPIs and internal marketing messages.
Dedicated account manager
Your single point of contact assures you are always working with someone who understands your goals and objectives.
Easy to use
Add or remove employees, change billing, contribute to an employee’s account or congratulate on employee for reaching a milestone, all quickly and easily.
Hassle-free
You get a turnkey, online platform that’s ready for your employees, and customer service support that ensures your employees are cared for.