Home Reviews College Planning Software Collegiate Funding Solutions

Collegiate Funding Solutions

0.0 (0)

October 04, 2010 Hits: 2617

Company Info
Software Overview
Features
Pricing and Support
Integrations
Security

Company Info

Company Name:	Collegiate Funding Solutions
Data Last Updated:	October 04, 2010
Data Verified by Company:	Yes
Website:	www.collegiatefundingsolutions.com
Contact Email:	This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:	(919) 469-1996
Year Founded	1998
Number of Employees:	7

Software Overview

Format:	Web Based
Size of Firms Targeted:	$0-$100mil AUM $101-$200mil AUM $201-$300mil AUM $301-$500mil AUM $501-$1bb AUM $1bb AUM and Up
Target Market:	Planner
Number of Firms Using:	400

COLLEGE Features

Strategies For:	Assets Financial Aid Income Investments Loans Parents Students
Customize Report Output:	Yes
Includes Client Portals:	Yes

Other Pricing and Support

Pricing:	License Fee
Trial:	No
Support:	Email Online Resources Phone Within Program

Integrations

Outsource Solutions:	None
Portfolio Management Systems:	None
CRM:	None
Account Aggregation:	None
Financial Planning:	Money Tree Silver Financial Planner Money Tree Total Planning Suite MoneyGuidePro
Rebalancing:	None
Analytics:	None
Document Management:	None
Websites:	None
Client Portals:	None
Form Fill:	None
Custodian:	None
IPS Software:	None
Web Reporting:	None
Report Packaging:	None
College Planning:	None
Other Applications:	None
Total System:	None

Security

Security Functionality:

CFS provides web-based college planning software to financial services professionals through multiple software licensing options. CFS also provides add-on services to help the financial services professional deliver comprehensive college planning services and grow their business

User reviews

There are no user reviews for this listing.

To write a review please register or log in.