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Financial Technology Year

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EZ College Planning

from Collegiate Funding Solutions

Web-based college planning software that enables financial advisors to identify and assess strategies for helping clients save on college costs. The platform provides school-specific funding strategies customized to client financial profiles and college timelines, featuring over 200 actionable college planning and funding strategies.
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Tools for projecting education costs, analyzing funding strategies through 529 plans and other vehicles, and integrating education funding with overall financial plans.

EZ College Planning


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