Collect and store all the academics for each student and financial data for everyone in the family.
Using the latest formula data provided by the Federal government.
Develop custom scenarios and easily compare the impact of your suggested planning strategies.
Side-by-side comparisons of academic and financial statistics of up to four (4) colleges at a time.
Look up and suggest scholarships, compare different 529 plans, and quickly grab info on available majors.
Store all the academics for each student and financial data for everyone in the family.
Track all revenue opportunities for each product or service you can offer the family.
Store important files like tax returns, account statements, and award letters.
Log all your activities like emails, phone calls, notes, meetings, even text messages.Schedule a Demo
Quickly calculate your client's expected family contribution for both the FM (FAFSA) and IM (PROFILE) college formulas. We use the latest formula data provided by the Federal government as it gets updated each school year.Schedule a Demo
Create and save an unlimited number of “what-if” strategy scenarios for your prospects and clients. Demonstrate strategy changes in income and assets and quickly compare the impact of your suggested adjustments in a "before" and "after" format. Presenting the total dollar value effect of your strategy savings over the period from college to retirement gives prospects and clients an accurate picture of the value of hiring you to guide them through the process.Schedule a Demo
Drill down the details on each individual college; including the expected annual cost of each college (regardless of the student’s year in high school), the net cost after expected gift aid, average graduation rates, expected total cost at graduation, expected student (Stafford) and parent (PLUS) loan debt analysis, and the academic statistics of each school and the student’s probability of admissions and opportunities at each school. Dramatically improving the student and parent’s ability to make sound admissions and financial decisions.
Access over 2,000 Financial Aid, Tax Savings, Lending, Cash Flow, Income and Expense, and Investment Management strategies that can potentially save your client tens-of-thousands of dollars on their children’s college education.Schedule a Demo
Collect and store important FAFSA data and generate and easy to use answer key so your parents can complete the online FAFSA financial aid application.View a sample FAFSA answers
Search for scholarships and get instant results. Discover WHAT types of scholarships are out there and WHERE & WHEN students should apply?Schedule a Demo
Then compare up to four separate 529 plans side-by-side to analyze the best option for your client.View a Sample 529 Plan Comparison
Generate a detailed college financial analysis report so that you can walk your client through the college financial process step-by-step. Show your client the effect the cost of college will have on their retirement fund and how your cost cutting strategies can recoup much of those costs.View Sample of CCPS® Summary
The CCPS® Blueprint Software uses cutting-edge technologies to deliver fast, secure and reliable tools. It is built using the latest enterprise Web Technologies and Architecture. The software is designed to ensure that the user data is secured. The data can be only access by the data owner (user) and only via our software.