Advisor Toolbox

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Cut the Complexity. Keep the Clients.

Powerful college planning tools, without the bloated price tag.
Tired of overpaying for software you barely use? The Advisor Toolbox gives you just what you need to guide families with clarity and confidence—at a fraction of the cost.
Generate polished reports.
Compare real college costs.
Keep your name on every page.
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What You Get — and Why It Matters

preview of loan calculatorCollege Planning ToolsFrom estimating how much to save, to showing what a loan will really cost, every tool is designed to simplify complex decisions, and help you deliver clear, confident guidance.
  • College Savings Estimator
  • 529 Plan Search & Compare Combined
  • SAI/IM Calculator
  • Scholarship Search
  • Loan Navigator
preview of loan calculatorCustom PDF ReportsGenerate clean, professional reports that showcase your expertise.Each report comes with a customizable cover page, pre-filled with your name and contact info so every family walks away with a plan that looks like it came from you, not a generic platform.
preview of loan calculatorReady-to-Share ContentSkip the hours of writing and explaining.Access a library of pre-built articles and videos you can share with families to answer common questions, demystify financial aid, and reinforce the value of working with you. Trusted, professional content—delivered straight from your portal.

Get Started Today

Plans starting at $99 per month.
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