Allows users to calculate potential education savings contributions, visualize growth over time, and understand different savings scenarios.
Tools for projecting education costs, analyzing funding strategies through 529 plans and other vehicles, and integrating education funding with overall financial plans.
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Intuitive Navigation Ease of navigating through the tool for both advisors and clients. |
Public calculator is simple and accessible to a wide range of users, indicating intuitive navigation. | |
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Customizable Inputs Allows personalization of variables such as number of children, schools, or funding vehicles. |
User can input number of children, funding vehicles (529), and some personal financial parameters. | |
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Responsive Design The interface adapts seamlessly to desktop, tablet, and mobile devices. |
Calculator displays and resizes well on both desktop and mobile per browser testing. | |
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Save & Resume Functionality Users can save their work and return later without data loss. |
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Input Validation Checks for invalid, incomplete, or out-of-range entries. |
UI does not allow impossible or missing entries; errors are shown if required data is not entered. | |
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Multilingual Support Tool provides support for multiple languages. |
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Accessibility Compliance Conforms with standards such as WCAG 2.1 for users with disabilities. |
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User Guidance & Tooltips Contextual explanations and help for each input field or scenario. |
Pre-filled help icons and info bubbles for several fields (e.g., annual return, child info). | |
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White-labeling Options Branding customization for advisory firms. |
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Drag-and-Drop Scenarios Easily create or compare scenarios by dragging and dropping elements. |
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Speed of Calculation Time required for calculations to be processed and displayed. |
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Inflation Adjustments Automatically factors inflation rates into projections. |
Savings projections can include an annual inflation adjustment. | |
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Database of Schools Contains comprehensive and up-to-date cost information for individual institutions. |
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Tuition and Room/Board Projections Breakouts of projected tuition and living costs. |
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State vs. Private Comparisons Easily compare costs between public and private schools. |
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Regional Cost Adjustments Takes into account geographic variations in education costs. |
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Multi-Child Forecasting Supports projections for multiple children simultaneously. |
Multiple children can be entered and modeled in one session. | |
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Adjustable Attendance Years Customize years of attendance for each projected student. |
User specifies years child will begin and duration; indicates adjustable attendance years. | |
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Automatic Data Updates School expense data is updated automatically with new figures. |
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Advanced Inflation Scenarios Model different inflation rates or scenarios for 'what-if' analysis. |
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Historical Data Visualization Graph visualizations of historical education cost trends. |
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529 Plan Modeling Robust support for projecting growth and usage of 529 plans. |
Primary focus is on the 529 Plan, with explicit growth modeled per Edvest branding. | |
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Other Tax-Advantaged Accounts Ability to analyze Coverdell ESAs, UGMA/UTMA, and IRAs as funding options. |
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Direct vs. Advisor-Sold 529 Analysis Compare performance, fees, and implications of each avenue. |
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State Tax Deduction Modeling Calculates impact of state-specific tax incentives. |
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Contribution Limit Warnings Alerts if planned contributions exceed legal or plan limits. |
Warns if contribution exceeds 529 maximum allowed, per federal law. | |
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Roll-over & Transfer Tools Assesses pros and cons of moving funds between accounts. |
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Financial Aid Impact Estimates Projects how various funding strategies affect potential financial aid eligibility. |
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Gift & Estate Tax Analysis Evaluates tax implications for relatives funding education. |
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Loan Strategy Modeling Assesses use of student and parent loans within overall plan. |
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Investment Option Comparisons Compares default or custom investment growth rates for each vehicle. |
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Overall Financial Plan Linkage Education projections are embedded within broader retirement and wealth plans. |
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Cash Flow Impact Analysis Shows how education funding alters available future cash flow. |
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Goal Prioritization Enables ranking and funding order for multiple financial goals. |
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Simultaneous Scenario Modeling Assess education alongside goals like retirement, home purchase, etc. |
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Custom Time Horizon Setting Set unique planning horizons for each education or family goal. |
You can specify each child's education target year individually, enabling unique horizons. | |
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Automated Alerts & Recommendations Prompt users if education funding is off-track relative to targets. |
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Asset Allocation Interaction Visualize the impact of various asset allocation choices on education funding. |
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Income & Expense Integration Ties education planning projections to household budget analysis. |
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Risk Tolerance Assessment Measures risk preferences in the context of education savings. |
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Adaptive Planning (Life Events) Automatically updates or recommends changes based on life event inputs. |
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Custom Asset Growth Rates Input custom investment return or growth rates. |
User may directly set assumed rate of return for plan assets (e.g., can change from default 6%). | |
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Editable Inflation Assumptions Override default inflation rates used for projections. |
Inflation input can be customized from default in the calculator UI. | |
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Modifiable Contribution Schedules Allow non-uniform or one-time contribution entries. |
User can enter one-time or recurring contributions; supports non-uniform entries. | |
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Override Tuition Cost Defaults Direct adjustment of projected expenses for individual cases. |
User may override tuition assumptions based on personal expectations. | |
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Selectable Investment Mix Change investment allocation assumptions for each funding vehicle. |
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Personalized Tax Rate Inputs Adjust federal or state tax rates for precise results. |
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Custom Grant/Scholarship Entries Add anticipated scholarships and grants to projections. |
Allows entry for anticipated scholarships and grants in cost projections. | |
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Variable Withdrawal Schedules Set different withdrawal timeframes or frequencies. |
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Editable Loan Interest Rates Adjust projected interest rates for student/parent loans. |
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Scenario Notes & Rationale Document rationale for client-specific overrides. |
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Client Portal Access Clients can view, modify, or comment on calculator scenarios. |
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Shareable Reports/Scenarios Export and share planning scenarios via email or secure links. |
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Real-time Collaboration Advisors and clients can work together in real time within the tool. |
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Client Commenting Clients can comment or raise questions directly in their scenarios. |
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Advisor Notes & Action Items Advisors can record to-dos or follow up notes linked to each scenario. |
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Version History Tracking Track changes made to client scenarios over time. |
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E-signature Integration Clients can approve or acknowledge scenarios electronically. |
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Alert Notifications Automatic notifications to advisors/clients of changes or upcoming review dates. |
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Progress Tracking Dashboards Graphical dashboards to view progress toward education funding goals. |
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Document Upload & Storage Securely upload supporting documents (acceptance letters, receipts, etc.). |
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Customizable Reports Templates for personalized, branded outputs. |
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Visual Charts & Graphs Clear, insightful visualizations of projections and comparisons. |
Output includes visual charts/graphs showing growth and projected values over time. | |
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PDF & Excel Export Export reports in professional formats for sharing. |
Results and charts can be exported as PDF for review or sharing. | |
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Summary vs. Detailed Reports Choose short or comprehensive output levels for client needs. |
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Projection Sensitivities Show the impact of adjusting key variables on plan outcomes. |
Interactive chart allows user to see how outcome changes with different inflation or return assumptions. | |
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Audit Trail Inclusion Automated log of planning assumptions and changes for compliance. |
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Scenario Comparison Reports Side-by-side reporting of multiple funding strategies. |
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Goal Progress Milestone Reporting Visuals and narrative on how close the client is to the funding goal. |
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Regulatory Compliance Highlights Highlight compliance-relevant details in prints/exports. |
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Automated Periodic Reports Schedule recurring reports for clients, e.g. annually. |
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CRM Integration Connects directly to client record management systems. |
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Financial Planning Software Integration Links with major financial planning tools/platforms. |
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Account Aggregation Support Automatically pull in client account data (529 balances, IRAs, etc.). |
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Data Import/Export (CSV, Excel, API) Flexibility for user-managed data flows. |
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Open Banking Standards Support Compliance and support for secure external data connections. |
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Single Sign-On (SSO) Integrates authentication with other firm systems. |
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Bulk Scenario Creation Upload large numbers of client cases or prospects simultaneously. |
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Partner School Data Feeds Live updates from educational institutions or grant providers. |
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API Access for Developers Allows custom development and integration with third-party services. |
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Cloud Storage Integration Sync reports and plans with major cloud storage providers. |
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Data Encryption All client data is encrypted at rest and in transit. |
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User Access Controls Granular security permissions for different advisor/client roles. |
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Audit Logs Full history of user activity for compliance. |
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SOC 2 Compliance Adheres to relevant SOC 2 security and operational controls. |
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GDPR/Data Residency Features Features for EU/UK compliance or data localization. |
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Consent Management Tracks and manages client data handling permissions. |
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Data Retention Policies Customizable data deletion and archival options. |
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Two-Factor Authentication Enhanced login security for all users. |
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Breach Notification Protocols Automated systems to detect, report, and remediate breaches. |
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End-to-End Privacy Controls Comprehensive privacy features for sensitive client data. |
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Knowledge Base Comprehensive how-to guides and FAQs. |
Online Edvest calculator site includes detailed FAQs and how-to explanations. | |
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Live Chat Support Access to real-time troubleshooting/help. |
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Onboarding Webinars Regular sessions to train new users. |
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Custom Training Programs Tailored training modules for large practices/firms. |
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Video Tutorials Step-by-step walkthroughs in video format. |
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Prompt Software Updates Guaranteed updates for features/regulatory changes. |
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User Community Forums Peer support and idea exchange platform. |
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Dedicated Account Managers Assigned point of contact for enterprise clients. |
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Priority Support Hours Faster response times for critical requests. |
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In-app Help Widgets On-demand help and answers available contextually. |
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Concurrent User Support Number of advisors/clients that can work simultaneously without slowdowns. |
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Scalability (Clients/Households Supported) Maximum number of client plans or households supported in the system. |
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System Uptime Percentage of time the system is available, excluding planned downtime. |
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Average Response Time Typical time taken to retrieve, compute, or display information. |
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Load Testing Passes Has the system passed high-load stress testing protocols? |
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Disaster Recovery Time Maximum time to recover from major outages. |
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Automatic Failover Redundant systems to ensure continuity if a server fails. |
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Data Backup Frequency How often user data is securely backed up. |
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Global Data Center Coverage Distributed servers for reliable international performance. |
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Bandwidth Optimization Efficient performance even on low-bandwidth connections. |
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