Edge for Financial Advisors and Financial Organizations 

Financial advisors already help families plan for college costs, but then the questions arise about college selection. Edge allows families to efficiently navigate the college planning process to pick the right college and pay the right price. Financial advisors can be as involved or uninvolved as they would like.

 

Let the experts at GuidedPath navigate and lead your families. We send weekly emails to keep students and parents updated on what is happening and keep them engaged in the overall process. Edge has automated monitoring and outreach to increase engagement and provide guidance.

 

Edge can be provided to families or your customers as a benefit, as part of a subscription or at a discounted rate. Custom branding for webpages, reports and emails is available.

Answer the College Questions

Edge is a resource that answers the questions about college planning that come up in conjunction with the financial planning for college costs. Help your families save time and reduce the stress of working through the college planning process with a powerful tool and weekly communications from college planning experts

Expand Your Service Offerings

Edge can be customized to be a part of your personal experience with clients, a component of a subscription service or a standalone new product. Many integration options and personal customization are available.  A standalone EFC Calculator with college selection guidance based on EFC is also available as either a lead magnet or additional service offering.

Custom Branding

Co-brand Edge so that your company logo is also available on pages, reports and communications, if desired. Integrate Edge into your existing ecosystem of products using our custom REST APIs or Zapier.

 

Contact GuidedPath to get:

A financial advisor account at special pricing to provide pre-paid Edge accounts to families.

– OR –

A special promotion code to get a discount of our advertised prices for 1, 2 or 3 students if the family will purchase their own accounts.

$139 for one student

$139

  • credit card charged AFTER 14 day trial
  • Unlimited family access to Guidedpath
  • Organization and task tracking to stay engaged
  • Ongoing direction from the GuidedPath Edge Guru
Get Your Account

$199 for two students

$199

  • credit card charged AFTER 14 day trial
  • Unlimited family access to Guidedpath
  • Organization and task tracking to stay engaged
  • Ongoing direction from the GuidedPath Edge Guru
Get Your Account

$249 for three students

$249

  • credit card charged AFTER 14 day trial
  • Unlimited family access to Guidedpath
  • Organization and task tracking to stay engaged
  • Ongoing direction from the GuidedPath Edge Guru
Get Your Account