EZ College Planning - PreciseFP

EZ College Planning

Collegiate Funding Solutions college-planning software, API, subject-matter experts, college admissions and financial aid services, educational resources and marketing material equip financial advisors and financial services organization to meet this rapidly-growing need. CFS’s EZ College Planning allows you to quickly and efficiently identify and assess strategies for helping your clients save ON, not just for college costs.

How does the integration work?

This integration will give you access to a premium template that will generate a college planning report once a client or prospect completes it. The template requires no authentication and can be published on your website using our Published Templates feature.

Read more in our knowledge base