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College Savings (529)
Plan Administration

Innovative technology meets college savings

Administer your state-specific college savings (529)
plan on a digital platform

Meet the 529 college savings plan 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.

SaaS Solutions

Leverage the benefits of scalability, accessibility, enhanced security, and the cost-effectiveness of the cloud

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

Features built for a modern government

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 more about the Catalis solutions that are modernizing governments across North America.

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ABLE Savings (529A) Plan Administration

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Automate case workflows and prevent claim backlog with an end-to-end identity proofing and issue management system. Our cloud-based solution supports customized workflows and seamless system integration.

Regulatory Financial Service Compliance

Safeguard consumers and block non-compliant transactions in real time with our innovative financial compliance technology. Meet your agency’s regulatory needs with tailored solutions for all-size governments.