It takes a range of capabilities to make a 529 college savings plan run smoothly while simultaneously motivating families to open an account and save for college.
Because we are dedicated to the 529 industry, Upromise Investments has developed a complete suite of capabilities to make sure that each state's plan is run efficiently, effectively, and that it reaches the target audience. Our capabilities start with the initial conversion process and move into ongoing program management, including back office administration, client service, marketing, and legal/compliance expertise.
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