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About
Everything that can be automated is. FafaSoft EZ File System calculates EFCs; creates college funding plans; finds colleges that will offer the most financial aid by a new process that considers ALL aspects of the formula; obtains FSA IDs; files FAFSAs; captures EFC’s, correction and verification codes; registers and files the CSS/Profile; completes the IDOC Dependent Verification Form; evaluates awards for fairness; tracks client progress; and provides system-wide status reports. With a few clicks of a mouse EZ File will also send reminder and financial aid alert emails, phone calls and texts to your clients. Perhaps most important of all, liability is transferred to the clients. This is all coordinated with a fully interactive File My College Info client/advisor website. Everything is centralized. From the student and parents' personal and financial information to the financial aid award evaluation, all is done in one secure place.
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About
We stand for being able to engage by breaking it down the easiest things possible. making it simple, granular, easy is our way of driving value. We stand for create sustainable, durable, value capture for fee only advisors. The value can be captured by creating a whole new revenue stream for clients. Make them be able to capture the value by adding this as a service they offer their clients above and beyond their current services. Allowing them to truly capture the implementation portion of the plan. We believe in Win-Win situations — it’s mutually beneficial for the planner and clients. We believe in checklists, the power of checklists and how they can transform your life, and your client's life one simple action at a time. We help Advisors by making your Financial Advisor more visible, and dynamic in a way that helps remind, and nudge the key recommendations on Financial Planning.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Schools, organizations and parents in need of a financial aid filling system to process students
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Audience
Companies searching for a solution to manage and improve their operations
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFAFSAsoft
United States
fafsasoft.com
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Company InformationMyPlanMap
Founded: 2014
Canada
www.MyPlanMap.com
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Categories |
Categories |
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Financial CRM Features
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management
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Integrations
No info available.
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Integrations
No info available.
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