Technology Leadership

"Upromise Investments is a great partner, helping provide Missourians access to affordable college savings options. Its technology capabilities allow MOST 529 to provide Missourians plans that lead in quality and customer service."

- Clint Zweifel,
Missouri State Treasurer


 
Technology Leadership

Unlike other investment service technology providers, college savings is our core business and the focal point for all of our technological innovations. In 2002, Upromise Investments developed Unite, the first technology platform specifically designed for the 529 industry, which integrates best-of-breed technologies with 529-specific features and functionality. The key to Unite's flexibility as a platform is its scalability, which allows it to effectively manage a broad range of plans and their requirements efficiently and securely.

Over the years, Upromise Investments has extended the capabilities of this powerhouse resource. In one easy-to-use online interface, Unite integrates not just online account opening for customers, but also a full set of back-office functionality. As the industry has developed and our clients asked for more functionality, we have continued our technology leadership to encompass more areas of the 529 plan process.

Our newest additions to Unite's capabilities have focused on technology-based value-added programs that help make saving for college easier. These have included making it easy for plan participants to access family and friends for gift contributions; providing a seamless payroll deduction portal for employers; giving financial advisors and RIAs direct, virtually 24/7 online access to their clients' accounts, and bringing enrollment right to the participant's home computer.