Recordkeeping for today and tomorrow
Efficient, accurate back office operations are the foundation of a successful 529 plan. An effective solution has to serve not only today's needs, but provides the scale, flexibility, and reliability to adapt and grow with future needs.
Combining innovative technology and results-oriented business practices, Upromise Investments developed the first 529-specific platform, Unite. In one easy-to-use online interface, Unite integrates eight modules that facilitate customer relationship management, phone and email technology, mail imaging, workflow, transaction processing, compliance, automated backup, and more. Partners and clients have complete flexibility to choose the appropriate combination of platform modules from among the available suite of modules, to fit their business needs.
Learn more about Unite.
Helping families get started investing online
Unite's capabilities help make it easy for families to get started investing online. Unite provides participants with online account access that is available virtually 24/7.
The user interface is so intuitive that over half of all new direct accounts have been opened online. In a single session, families can open a 529 account and set up an automatic investing plan from a bank account or payroll deduction, putting their college savings plan on autopilot. They can also participate in Ugift® - Give College Savings to encourage family and friends to help save. Account owners can also become a member of Upromise ® for additional savings.
Online capabilities include:
- Investment exchanges and qualified withdrawals
- Automated contributions from a bank account
- Change of address and other indicative data
- Receipt of account statements, confirmations, and 1099-Q reporting
- Payroll deduction instructions
- Inviting family and friends to contribute through Ugift - Give College Savings and Upromise