# 529 QuickView Reviews **Vendor:** Ascensus **Category:** [Other Finance Software](https://www.g2.com/categories/other-finance) **Average Rating:** 5.0/5.0 **Total Reviews:** 1 ## About 529 QuickView 529 QuickView is a web-based portal that gives investment professionals immediate online access to clients. ## 529 QuickView Reviews ### 1. One stop 529 shop **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** April 04, 2019 **What do you like best about 529 QuickView?** 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 about 529 QuickView?** 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 529 QuickView:** 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 problems is 529 QuickView solving and how is that benefiting you?** 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. ## 529 QuickView Discussions - [What is 529 QuickView used for?](https://www.g2.com/discussions/what-is-529-quickview-used-for) - [View 529 QuickView pricing details and edition comparison](https://www.g2.com/products/529-quickview/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-20+09%3A48%3A11+-0500&secure%5Bsession_id%5D=585a5dcf-faf6-43d9-9c36-6057d83740be&secure%5Btoken%5D=06e5221e6970b52965f3e9151c571777e65563d80725de2f4fb86192c84d1fc7&format=llm_user) ## Top 529 QuickView Alternatives - [Joist](https://www.g2.com/products/evercommerce-joist/reviews) - 4.1/5.0 (31 reviews) - [SAP Multi-Bank Connectivity](https://www.g2.com/products/sap-multi-bank-connectivity/reviews) - 4.3/5.0 (30 reviews) - [BBVA Customer API](https://www.g2.com/products/bbva-customer-api/reviews) - 4.4/5.0 (27 reviews)