Product Category

Financial Management

Product Deep Dive: FACTS Grant & Aid Assessment

Think you know FACTS Grant & Aid Assessment? Think again. Here are just some of the extensive features of this powerful platform that you may not know about.
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Grant & Aid Assessment
Financial Management

Grant & Aid Tips: Getting Ready for the Financial Aid Application Year

To set yourself up for a successful financial aid application year, it’s important to review your Grant & Aid setup before the business of admissions season really hits. Here’s how to get started.
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Financial Management
Admissions Financial Management

Top Elevate Sessions for Business Managers

Have you started planning your schedule for Elevate 2023 yet? To help you get started, we’ve handpicked some sessions perfect for the Business Manager in your school.
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Financial Management
Elevate Financial Management Leadership Development

Getting Started with FACTS

Whether you’re just getting started with FACTS or looking to refresh your skills, it’s important to have a resource to turn to for basic training. Learn more about the New Contact Training center and what modules are available for users.
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Financial Management
FACTS Financial Management

How to Record an Institution Issued Refund

Are your refunds accurately captured in your system? This helpful step-by-step guide shows you how to get started with updating your school refund records.
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Financial Management
Financial Management School Operations

The Importance of Financial Literacy and Its Impact on Students

Financial literacy isn’t just for adults. We’re taking a closer look at how teaching students to manage their finances from an early age can set them up for higher education and future financial success.
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Financial Management
Financial Management

How to Update Your Roster in Tuition Management

It’s always a good idea to make sure that your records are accurate. Let FACTS walk you through how to clean up your tuition management roster and ensure that student data is correctly reflected in your system.
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Financial Management Tuition Management
Financial Management School Operations

Financial Aid Trends for Independent Schools

The numbers of financial aid applications continue to rise and the complexity around assessing families does too. In this report, we’re helping to break down the factors contributing to trends you may be seeing at your own school. Get your copy! 
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Financial Management

Help Families Manage Their Finances with FACTS

FACTS makes it easy for schools to help families manage their finances. Whether you’re making tough aid decisions or adjusting fees, these tools will keep both schools and families on track.
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Financial Management
Financial Management