Pricing
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Licenses
- 1 Advisor workstation license
Top Features
- Unlimited client cases
- EFC calculators
- College pre approval
- School profiles 3500+
- Financial aid estimates
- Every scholarship at every school
Training & Resources
Best Value
Licenses
- 1 Advisor workstation license
- 1 College money report license
Top Features
- Unlimited client cases
- EFC calculators
- College pre approval
- School profiles 3500+
- Financial aid estimates
- Every scholarship at every school
Training & Resources
Licenses
- 1 Advisor workstation license
- 1 College money report license
- 1 CAP marketing hub license
Top Features
- Unlimited client cases
- EFC calculators
- College pre approval
- School profiles 3500+
- Financial aid estimates
- Every scholarship at every school
Training & Resources
- CAP Community
- CAP Academy
- CAP Office Hours
- Website-embeded report generator
- Automated lead nurturing
- Prospect
- Zapier integrations
- CAP Marketing and Anaytics Hub
- Teams and client sharing
- Organization wide adminstration
- Organizaiton wide dashboard
- Organizaiton wide data analytics
- Add/Subtract AW licenses
- Teams
- Client sharing
- Assign leads
- Create custom reports
- Filter prospects and clients on any known data point (e.g. AGI)
All of our plans include these additional features:
- How To Pay
- Side-by-sid comparisons
- 4 Year Reports
- Borrowing Analysis
- Outcomes Comparison
- CAP Family Portal
- Client Self Registration and Onboarding
- Integration
- Orbitz-style school search
- Family Portal
- What-If Scenarios
- Applications Tracking
- Awards Analysis
- Intuitive Step-by-Step Process
- Self Registration Link
- Document Vault
- Private Scholarship Search