Getting Started & Goal Setting

Embeddable widgets for user onboarding and savings goal setting.

Tax & 529 Planning

White-label calculators for 529 plans and tax optimization.

Finding the Right School & Aid

Plug-and-play tools for college search and financial aid estimation.

Borrowing & Loans

Integrated widgets for student and parent loan comparison.

Bespoke Apps & Tools

Custom-built calculators, planning hubs, and guided tools.

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Custom-Built Planning Experiences, Delivered Under Your Brand

When an off-the-shelf widget won't fit the problem you're solving, we build the tool. From fully branded planning hubs to purpose-built calculators to one-of-a-kind guided assistants — your vision, our build, your brand.

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The Bespoke Apps & Tools Suite

Tailored engagements that go beyond our standard component library — end-to-end planning platforms, custom-designed calculators, and guided assistants engineered around your specific audience and business goals.

Education Planning Center

A fully branded college planning hub where families build a profile for each child, set a college plan, and see the full financial picture in one place — projected costs, savings, shortfalls, and future loan payments — alongside college search, scholarship search, and a library of planning content.

B2B Strategic Value

Positions your platform as the destination for education planning — a persistent, high-value engagement hub rather than a one-off calculator visit. Delivered under your brand with single sign-on support.

End-User Experience

Families create per-child profiles and college plans, then return again and again to a single dashboard that combines projections, search tools, and educational content — everything they need to make and refine a plan over years, not minutes.

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Education Planning Center Interface

Custom Calculator Widgets

Purpose-built widgets for any tool, any audience. Custom widgets built around whatever you need them to do — spark engagement and funnel families into a bigger tool, or deliver a complete answer on their own.

B2B Strategic Value

Fills the gap between our standard component library and a full custom build. Deploy a widget purpose-built for your specific offer, funnel, or audience segment — without the overhead of an entirely new application.

End-User Experience

Every widget embeds on your site and carries your brand — whether it's a top-of-funnel engagement hook or a self-contained calculator that hands users a complete answer in a single interaction.

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Custom Calculator Widget Interface

Bespoke Planning Solutions

Every organization has a planning problem no off-the-shelf tool solves. We build the tool. From your idea to a finished solution — your vision, our build, your brand.

B2B Strategic Value

We take a planning problem unique to your organization and turn it into a finished, on-brand experience — engineered end-to-end and integrated into your existing platform and account flows.

End-User Experience

Shown here: a 529 Portfolio Selection Assistant created for a state plan. A guided walkthrough matches families to portfolios based on their goal, management style, and child's age, then delivers a personalized report and a direct path to opening an account.

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529 Portfolio Selection Assistant Interface
Enterprise Delivery & Security

Custom builds delivered to the same standards as our core suite.

Every bespoke engagement inherits the same security, compliance, and integration posture that powers our shipping components — so a custom-built tool ships as a first-class part of your platform, not a bolt-on.

Discovery to Delivery

A structured engagement model — scoping, prototyping, iteration, and launch — that keeps your product and compliance teams in the loop from first sketch through production release.

Institutional-Grade Security

Bespoke builds ship on the same infrastructure as our core components — SOC 2 Type II aligned, AES-256 encryption in transit and at rest, and single sign-on support for account-based experiences.

Deep Platform Integration

Custom tools embed directly into your existing portals, CRMs, and account flows — with the branding, auth, and data pathways your platform already relies on.

Are you an Independent Education Consultant?

We'd love to learn more about your organization and explore how we can work together.

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