Changing the Way America Shops for College

We’re empowering advisors with the right software, training, and support they need to have success in the college funding space.

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INTRODUCING

The College Money Report

Attract and Convert College Bound Families with Our Interactive College Money Report™

Wondering how to grow your practice through college planning? Our College Money Report™ helps advisors attract college-bound families, gather key data and information to determine whether they’re an ideal client fit, and convert them into loyal clients. This simple tool is easy to install on your website and immediately solidifies your expertise in the minds of prospective clients who have found you online.

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Highest Rated College Planning Software for Advisors (T3 Advisor Survey 2019-2020)

Streamlined Processes
User-Friendly Interface
Net-Cost Comparisons
Advanced Search Function
Self-Onboarding System
Auto-Calculate EFCs
Apples-To-Apples College Comparisons
Our apples-to-apples comparison of 2,400+ 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.
Dynamic Reports for Full College Timeline
Provide professional reports with just minutes of input. Give clear direction and value to your clients – with your branding and custom disclosures included.
White-Label 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.
Join The Community

The Tool You Need.
The Support You Deserve.

Our national network of advisors is working to change the way America shops for college. Through bi-weekly round table webinars with the founders, ongoing support, and a thriving members-only forum, College Aid Pro™ is empowering you to grow your practice, provide exceptional client services, and join a community of likeminded advisors.

Customer Story

What Our Members Are Saying

Our Partners