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.

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

Apples-To-Apples College Comparisons

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.

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 funding journey, you’ll be able to provide a seamless client experience.

Here’s What Advisors Are Saying

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"For me as an advisor, the ease of the EFC calculator and the level of detail provided in the ‘how to pay’ section has helped to streamline my practice and provide an unparalleled service.”
James Femia, AAMS, CRPC, CCFS
Senior Financial Advisor, Apella Capital
“College Aid Pro (CAP) is an amazing timesaver! I'm able to serve more clients more consistently, and I have the time to focus on specific strategies that save clients money. College planning completely changes when you use CAP.”
Jonathan West
Founder, College Funding Group, LLC
“The client portal feature has given me the opportunity to offer my clients even more value and it gives my families a wonderful tool to continue to use as we work together – a great value add!”
Peg Keane Keough, AIF®
Founder, Way to the Quad
“The new College Money Report is fantastic as both a lead generator and a terrific starting point for families who are considering hiring me to help them with the college process. You will be super glad you added this tool to your practice!”
Dan Bisig
Senior Financial Advisor, Apella Capital
“College Aid Pro™ (CAP) expands my analysis to an unlimited number of colleges allowing me to identify and propose to my clients some excellent but affordable schools they had not yet considered.”
Robert J. Falcon, CFP®, CPA/PFS, CCFC®, MBA
Founder, College Funding Solutions
"For me as an advisor, the ease of the EFC calculator and the level of detail provided in the ‘how to pay’ section has helped to streamline my practice and provide an unparalleled service.”
James Femia, AAMS, CRPC, CCFS
Senior Financial Advisor, Apella Capital

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