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College Savings (529) Plan Administration

Innovative technology meets college savings

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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