College Aid Pro™
Empowering Financial Advisors to Deliver Expert College Funding Advice with Confidence
College Aid Pro™ is taking the hassle out of late-stage college planning and empowering advisors to deliver expert college funding advice with confidence and ease. It is not just an award-winning software, it is a blueprint to help you serve more college-bound families in a repeatable, scalable, and profitable way.
The College Money Report
A revolutionary lead acquisition technology.
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.
10,000+ scholarships and grants
College Aid Pro Advisor License, plus …
Automated lead generation
Professional white-labelled reports
Pre-qualify up to 400 prospects/year