College planning tools for
College cost clarity
College planning is retirement planning and top of mind for Gen-X families.
Personalize costs
4-year cost projection for each college based on student academics and family finances (merit and need).
Find funding gap
User-friendly pathway from what does college cost to how do we pay for it, opening up conversations.
Compare outcomes
Empower families preview alumni lifestyle for each major and city based on their costs and funding gap.
Why add college planning
College is parents’ top savings priority
Stats from Fidelity Investments College Savings Indicator Study
33% of families know to appeal
62% saving for retirement
57% saving for emergencies
“GradBetter shows our clients their funding gap in minutes, so we can tailor our solutions. It’s a clear differentiator that helps us qualify which families we can serve best. We’re meeting families where they’re focused without having to train our advisors to become college aid experts.”
Todd Fothergill
Project Management & Promotions, The Vermont Agency
Our software helps
Empower clients with college cost insights
Address this immediate concern without adding financial aid to your plate.
Retirement impact
College costs can undermine the retirement savings outlook.
Multi-generational
Engage both spouses, the student and often grandparents.
Client acquisition
Reach 40-55-year-old parents with college bound students.
Client engagement
23% of grandparents say saving for grandkids college is #1 goal.
Marketing materials
Visual reports with insights into which colleges offer savings.
Simple implementation
Families identify financial fit while becoming qualified leads.
Get a personal tour
See how GradBetter helps financial advisors engage families on college planning.
Frequently asked questions
If a client has multiple children, can they use one parent account?
Yes. Our multi-student accounts allow parents to manage all their children from one account while customizing the information and analysis to each student. This provides a family level view of paying for college.What is included in the price?
Access to our merit insights and cost analysis tools to provide families with a personalized 4-year cost projection along with scholarships available, scholarship displacement info, borrowing analysis and the ability to preview alumni lifestyle. Advisors can generate visual reports or simply share their branded merit + cost link, which helps families find their funding gap on their own in minutes. Many advisors use their link for client acquisition as it qualifies the lead based on family finances.How long are memberships and what is the price?
Monthly or annual. Families joining through an advisors branded link will receive free access. Financial advisor plans start at $100/month or $1,200 per year depending on the number of families the advisor plans to serve or invite.How much information do families need to share?
Merit aid is based on academics. Families can access a user-friendly need estimator without sharing financial information beyond their adjusted gross income, home equity and parental assets.How long does it take to get up and running?
Financial advisors can sign up on their own, upload their company logo and start sharing their branded landing page directly with families to access college average info. Families will see a paywall on merit insights until the advisor activates a paid membership. We encourage advisors to schedule a Zoom to review the advisor and family experience first.Will you be emailing our families?
No. We provide a branded landing page for financial advisors to share.Will you do an online presentation for families?
Yes. We’d be happy to do a Zoom for advisors, parents and students.How do you protect my information?
The database has real-time standby replicas to prevent any data loss between nightly backups on Amazon AWS. Multiple application servers are deployed for redundancy. A firewall protects unauthorized server access and SSL encryption keeps data safe and secure with an Amazon root level certificate.