College planning,
built for advisors.
Open and manage 529 accounts for every client family in minutes. Multi-generational dashboards. State-by-state optimization. Zero paperwork.
The 529 you can
actually recommend.
Multi-generational view
See every client, spouse, child, and grandchild in one tree. Add a beneficiary in one click.
State-by-state optimization
We surface the best plan for each client's state — tax credits, deductions, and recapture rules included.
Zero paperwork
Fully digital account opening with e-signature, real-time KYC, and instant ACH funding.
AUM integration
529 balances flow into your performance reporting, fee billing, and client portals out of the box.
Built for the way
you actually work.
- Open accounts in 3 minutes per family
- E-signature + instant KYC
- Bulk-onboard your existing book
- Multi-state plan selection on the fly
- Age-based glide paths with override
- Automatic rebalancing and tax-loss harvesting
- Beneficiary changes in one click
- Gift-link tracking across the family
- Performance reporting in your existing PMS
- Fee billing on AUM or flat-fee
- White-label client portal (optional)
- SOC 2 Type II compliant
Everything you need.
Free.
529 calculator suite
White-label projections to embed in your client deliverables.
State-by-state tax matrix
Always-current deduction, credit, and recapture rules across all 50 states.
Client education library
70+ articles, explainers, and one-pagers written for your clients to read.
Advisor CE program
Free continuing-ed credits on 529, gift-tax, and FAFSA strategy.
Let's bring 529s
into every conversation.
Tell us about your practice. We'll be in touch within one business day.