529 QuickView
529 QuickView offers immediate online access to clients' Ascensus-administered 529 plans, eliminating the hassle of paper documents and outdated information. Advisors can... 529 QuickView offers immediate online access to clients' Ascensus-administered 529 plans, eliminating the hassle of paper documents and outdated information. Advisors can view the same screens as clients, facilitating seamless online transactions such as contributions and withdrawals. It also provides easily downloadable reports to enhance client discussions.
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Company Information
- Company: Ascensus
