Some people are self-directed investors; others appreciate the assistance of a financial advisor. Reaching a diverse audience of college savers requires a variety of plan types, each addressing the needs of a different audience. Upromise Investments offers direct-sold, advisor-sold, and employer-offered 529 college savings plans.
The flexibility and scalability of the Unite technology platform makes it possible to support a variety of channels efficiently. Upromise Investments has developed sales support systems for financial advisors, marketing campaigns and online enrollment for direct audiences, employee payroll deduction processes that minimize extra work for HR and payroll departments, and back-office support for matching grant programs. If your plan has multiple channels to reach, Upromise Investments can reach them. Our dedication to the 529 industry leads us to frequently innovate so that transacting 529 business is easier for all markets and through all channels, including states, partners, advisors, and plan participants.
 |