Collegiate Funding Solutions' EZ College Planning allows you to quickly and efficiently identify and assess strategies for helping your clients save ON, not just for college costs.
Please view the video in this blog entry about how to enable the integration and use the form.
Once this integration is enabled the EZ College Planning form for CFS will become available under Form Templates > My Templates.
*Please note that a subscription with PreciseFP and CFS is required.
Due to the custom nature of the CFS form, it's not possible to use it for automation workflows. The CFS form is directly tied up with the user that enabled the integration while the automation works on a "team" level. Creating an automation on a "team" that might have advisors with no access to the CFS form would create issues.