529 PRO is available as a turnkey product with the following features and modules:

¨         Lock Box Processes

¨         Workflow management

¨     preprocessing

¨         Enrollments—web and paper

¨         Contribution Processing—web and paper

¨         Payroll deduction & deposit

¨         NSCC

¨         ACH debits

¨         Check submission

¨         Demographic changes—web and paper

¨         Asset  Transfers

¨         Distributions— web and paper

¨         Transaction & Account Statements

¨         Automated Transaction Adjustments

¨         Manual & NSCC Commission Payment

¨         Investment Election updates

¨         multi track investment options

¨         Full set of Operations Reports

¨         Additional modules available

¨         SSN fraud checking

¨         Data aggregation

¨        Revenue & sales tracking