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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
Strad Pro is a cloud-based CRM tailored for Family Offices, specifically created for professionals like financial advisors, legal experts, tax consultants, and insurance agents, enabling them to deliver a comprehensive virtual family office experience to clients across all wealth tiers. This platform provides an all-encompassing overview of clients’ assets, debts, and legal documents, along with a centralized task management system, customizable workflows, and a secure document repository. Additionally, it features a collaborative portal where clients and advisors can interact effectively, along with marketing resources that can be branded for both digital and print use. Strad Pro is also certified under SOC 2 Type 2, ensuring top-notch data security and privacy. With Strad Pro, advisory teams are equipped to work together effortlessly, optimize their operations, improve the client experience, and broaden their service offerings by delivering family office-style assistance. This innovative solution transforms the way advisory professionals manage their client relationships and enhances overall service delivery.
API Access
Has API
API Access
Has API
Integrations
No details available.
Integrations
No details available.
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
Strad Pro
Country
United States
Website
strad.com
Product Features
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management