G2

Verified User in Financial Services

Enterprise (> 1000 emp.)

4/4/2019

"One stop 529 shop"

5/5

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.