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529 QuickView

5.0
(1)

529 QuickView is a web-based portal that gives investment professionals immediate online access to clients.

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"One stop 529 shop"

What do you like best?

Every 529 account is available for view in one place using Quickview 529. It really is the most convenient way to find out about any 529 account that we have in our book of business.

What do you dislike?

I can foresee disorganization becoming a concern when the book of 529 business gets much larger. It does not seem as though there is a way to unlink accounts or delete accounts that are no longer being used. That has not been a problem for our business as of yet

Recommendations to others considering the product

It is actually one of the few platforms available for this use, so it doesn't seem as though you have that much of a choice, but thankfully it is an easy to use platform.

What business problems are you solving with the product? What benefits have you realized?

Being able to see all 529 accounts for a family in one place is truly efficient. We have dozens of 529 accounts and are able to make adjustments to ongoing automatic contributions, investment options, etc. from Quickview across multiple 529 providers.

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