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529 QuickView

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Software Status:Active

About 529 QuickView

529 QuickView is a financial management software from Ascensus that helps monitor 529 college savings plans. It combines annual account investment tracking, client fund account balance visibility, and alerts for approaching beneficiary birthdays to provide a comprehensive overview of college savings progress. Additionally, it offers year-to-date contribution summaries and notifications for beneficiaries nearing college age. This functionality allows users to easily manage accounts and make informed decisions about saving for education expenses. Key capabilities: annual account investment tracking client fund account balance visibility beneficiary birthday alerts year-to-date contribution summaries notifications for college age milestones Best for: financial planners and families that need to manage and monitor college savings effectively.

529 QuickView Details

Vendor
Ascensus
Year Launched
1980
Location
95 Wells Avenue, Suite 160 Newton, MA 02459, US
Deployment
cloud
Training Options
Countries Served
United States
Languages
English, Spanish, Chinese, French, German
Users
Financial professionals / advisors (broker dealers, RIAs), administrators
Industries Served
Financial services, specifically higher-education savings
Tags
Financial Management, 529 Plans

529 QuickView's In-App Market Place

Does 529 QuickView have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), CAD (C$), AUD (A$), JPY (¥), CNY (¥), CHF (CHF), SEK (kr), NOK (kr), DKK (kr), NZD (NZ$), SGD (S$), HKD (HK$), KRW (₩), INR (₹)

Pros & Cons

  • Provides instant, secure online access to 529 plan data for financial professionals.
  • Reduces administrative workload by eliminating manual paperwork and mailed statements.
  • Improves advisor-client collaboration with shared visibility of account details.
  • Enables quick, compliant online transactions that streamline investment operations.
  • Offers detailed downloadable reports for data-driven client discussions.
  • Enhances transparency through identical interface view for advisors and clients.
  • Dependent on specific broker-dealer permissions for some transaction functions.
  • Interface design may appear outdated compared to modern financial portals.
  • Limited customization options for report formatting or dashboard layouts.
  • Users must register through an affiliated plan or broker, restricting open access.
  • Some functions vary by state plan, creating inconsistencies in available tools.

529 QuickView's Support Options

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