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.
Our apples-to-apples comparison of 3,500+ 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.
Provide professional reports with just minutes of input. Give clear direction and value to your clients - with your branding and custom disclosures included.
From scenario modeling to dynamic reports reflecting the full four years of the college funding journey, you’ll be able to provide a seamless client experience.
Learn how College Aid Pro™ fits in with your practice!
Join our 14-day free trial to test drive our technology suite!
Changing the Way America Shops for College