Making the 529 plan experience easier
Creating additional programs and services to make the 529 experience easier for investors and their financial advisors is just one way that we work with each client. Upromise Investments consistently looks for ways to make 529 plan investment and management easier and more efficient, like:
- 529 QuickView, software, which gives financial advisors and Registered Investment Advisors (RIAs) online access to their clients' 529 plans
- Advanced online enrollment capabilities, which let an individual open an account quickly and securely
Value-added programs to help families save
Helping a plan grow its assets entails excellent back-office support, marketing materials, and investment flexibility. But expanding reach means showing families new ways to extend their savings base and how to save more money.
The flexibility of the Unite Reach module - and our affiliation with Upromise - allow us to offer two value-added programs designed to reach a wide range of prospective participants and provide alternative contribution sources that can help a family save for college:
- Ugift® - Give College Savings, is an innovative way to engage family and friends to give gifts of college savings
- Upromise® taps an audience of self-selected college savers