Catalis

Administration of College Savings (529) Plans

Catalis offers a customizable, cloud-based digital platform with over 30 years of 529 plan administration expertise, providing state-specific college savings plan management that integrates savings, prepaid, and ABLE accounts under one login, featuring 24/7 online enrollment, prepaid debit cards, comprehensive reporting, and top-tier client support to modernize government operations.

Innovative Technology Meets 529 Expertise

Administer your state-specific college savings (529) plan on a cutting-edge digital platform.

Our innovative 529 digital solutions offer a variety of unique benefits, including increased efficiency, accessibility, and security. We pair our technology with customer engagement and support to create a full-service solution that can be customized to meet the needs of each individual plan.

Key Benefits

  • Deep Industry Expertise: Leverage a team with over 30 years of 529 plan administration experience.
  • Top-Notch Client Support: Streamlined onboarding and ongoing client support.
  • Cutting-Edge Innovation: The first platform to integrate savings, prepaid, and ABLE account management under a single login.
  • Flexible Solutions: Modular and configurable suite of solutions tailored to your plan's needs.

Features for Modern Government

  • 24/7 Online Enrollment: Customers can enroll at their convenience.
  • Prepaid Debit Card: Enable customers to pay for eligible expenses easily.
  • Comprehensive Reporting: On-demand access to data with a comprehensive reporting suite.
  • Cloud-Based Document Upload: Easily upload and share documents using a cloud-based tool.

Contact

We’re always interested in new projects, big or small. Please contact us regarding your municipal project needs.

Learn more about the Catalis solutions that are modernizing governments across North America.