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Description
All tasks that can be automated indeed are. FafaSoft EZ File System efficiently calculates Expected Family Contributions (EFCs), formulates college funding strategies, and identifies institutions that provide the highest financial aid through a comprehensive new methodology that evaluates every element of the formula. It also secures FSA IDs, processes FAFSA submissions, gathers EFCs along with correction and verification codes, registers for and submits the CSS/Profile, completes the IDOC Dependent Verification Form, assesses award fairness, monitors client progress, and generates system-wide status updates. In just a few clicks, EZ File can dispatch reminder emails, alerts about financial aid, and communicate via phone calls and texts to keep clients informed. Perhaps the most crucial aspect is that the liability is shifted to the clients themselves. This entire process is seamlessly integrated within a fully interactive File My College Info website for both clients and advisors, ensuring that everything is organized in one central hub. From the personal and financial details of students and their families to the evaluation of financial aid awards, every element is managed securely within this singular platform, making it a comprehensive solution for college funding.
Description
When financial worries weigh heavily on employees, their ability to concentrate on their jobs diminishes significantly. SmartPath offers an affordable financial wellness platform that equips your workforce with essential education, coaching, and resources to transform their financial challenges into achievements. Research indicates that employees engage differently based on their circumstances, which is why our program is intentionally designed to be all-encompassing and cater to their diverse needs. Each employer is provided with a personalized launchpad that allows employees to seamlessly connect with all of SmartPath's services. This platform includes a Live Chat feature with our coaching experts, ensuring quick responses to financial inquiries and enhanced support. The stress of managing money can be overwhelming, particularly in the wake of the pandemic, which has made financial stability even more elusive. Engage with our interactive quizzes to explore financial solutions and receive tailored insights with straightforward recommendations. Our skilled and passionate human coaches are committed to offering assistance in various areas such as budgeting, debt management, homeownership, caring for aging parents, funding children's education, and beyond. With our comprehensive approach, employees can find peace of mind and regain their focus on what truly matters.
API Access
Has API
API Access
Has API
Integrations
8am CPACharge
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
FAFSAsoft
Country
United States
Website
fafsasoft.com
Vendor Details
Company Name
SmartPath
Founded
2010
Country
United States
Website
www.joinsmartpath.com