Administer your state-specific 529 college savings plan on a digital platform
Meet the 529 college savings plans record management solution that combines innovative tech with an unmatched customer experience. Our user-friendly online tool is designed to reduce paperwork with flexible, digital platforms built for your state.
Customizable Platform
Meet your state’s individual needs by leveraging an adaptable solution built for your agency
Secure Database
Keep your client records protected with a secure SOC 2, PCI and HIPAA certified system
Streamlined Workflows
Eliminate paper-based forms using a fully digital platform for recordkeeping
Customer Engagement Center
Experience tailored onboarding and ongoing support from our customer engagement representatives
Regulatory solutions fit for a modern world
24/7 Online Enrollment
Equip your customers with tools that allow them to enroll when and where they choose.
Regulatory Compliance
We adapt our solution to changing regulatory environments, so you’re always aligned with your state and national program structures.
Comprehensive Reporting
Review client data with our advanced reporting feature.
Cloud-Based Document Upload
With our solution, your clients can easily upload documents and share forms using our cloud-based file-sharing tool.
Learn how Catalis 529 college savings plan software modernizes governments across North America.
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