Streamlined Processes
User-Friendly Interface
Net-Cost Comparisons
Advanced Seach Function
Self-Onboarding System
Auto-Calculate EFCs
Streamlined Processes
User-Friendly Interface
Net-Cost Comparisons
Advanced Seach Function
Self-Onboarding System
Auto-Calculate EFCs
How We do it
Whether you want a better way to help your existing clients plan for the cost of college, provide college planning to attract new clients, or just want a trusted partner you can introduce clients to so they don’t get in over their head with student debt…we’ve got you covered:
Be the Expert
Who Is This For?
Advisors who want to provide college funding guidance with their clients
What Do You Get?
- Pro Software and Family Portal
- Project need-based aid and merit scholarships and 3,400+ colleges
- Orbitz-style school search
- Every scholarship at every school
- Community, training, and world-class support
Add an Expert to Your Team
What Do Your clients Get?
- MyCAP software for your clients
- 1-on-1 guidance for your clients
- Co-Branded web page
- Exclusive access to on-time webinars for your clients
Who Is This For?
Advisors who want their clients to get expert financial-aid guidance they can trust, but don’t want to be experts themselves.
Refer Your Clients
Who Is This For?
Advisors who want to connect their clients with the best resources and experts at a discount, but not assume the cost.
What Do Your clients Get?
- MyCAP cutting-edge software
- Project need-based aid & merit scholarships at 3,400+ colleges
- Orbitz-style school search
- Every scholarship at every school
- 1-to-1 expert guidance
Professionals have rated us best-in-class four years in a row.
Advisors who use College Aid Pro clearly like it… [CAP] sported an extraordinary 8.67 average userrating. Its market share increased on merit. (2022 T3/Inside Information Software Survey; Joel Bruckentein, Bob Veres)
Jonathan West
Founder, College Funding Group, LLC
College Aid Pro (CAP) is an amazing timesaver! I’m able to serve more clients more consistently, and I have the time to focus on specific strategies that save clients money. College planning completely changes when you use CAP.
Peg Keane Keough
AIF® Founder, Way to the Quad
The client portal feature has given me the opportunity to offer my clients even more value and it gives my families a wonderful tool to continue to use as we work together – a great value add!
Robert J. Falcon
CFP®, CPA/PFS, CCFC®, MBA Founder, College Funding Solutions
College Aid Pro™ (CAP) expands my analysis to an unlimited number of colleges allowing me to identify and propose to my clients some excellent but affordable schools they had not yet considered.
Get in touch with us!
CAP was built by financial planners and college planning professionals with decades of experience. It’s in our DNA. Let’s talk about how to level-up your practice.