For states that offer - or are interested in offering - prepaid college savings plans, Upromise Investments employs its full 529 plan experience, including infrastructure, customer service, and marketing capabilities to help that plan successfully reach its target audience.
The flexibility of the Unite platform allows us to customize and build a technical infrastructure that can handle the needs of a prepaid 529 plan, including expanded online services.
Upromise Investments supports prepaid college savings plans with:
- Leading 529 technology platform that includes security, aggregation, compliance, and integration with schools
- Branding, marketing, and product structure tailored to the prepaid market
- Full client service capabilities