Regent Financial Aid
regenteducation.com
What it is
Regent Financial Aid is a cloud-based financial aid management platform for higher education institutions. It automates eligibility, packaging and repackaging, disbursement, and Return of Title IV processing, and can award federal, state, institutional, and donor funds through one engine. Enrollment coverage includes standard and non-standard terms, subscription periods, non-term enrollment, and competency-based education. Regent says the suite integrates with SIS, CRM, FAM, ISIR, and NSLDS systems; its Regent Award for Salesforce brings financial aid insights into the CRM. The platform supports document collection, award letter delivery, compliance reporting, and packaging workflows, and Regent says federal regulatory changes arrive as platform updates. Regent describes its security program as aligned with the NIST Cybersecurity Framework, with centralized SIEM monitoring 24/7, AICPA SOC 1 and SOC 2 certifications, and compliance with TX-RAMP, SCHEV, and other state and local requirements. Pricing is on request. Specialized funds and eligibility rules fall outside standard auto-packaging and can be configured through paid Managed Services.
Spec sheet
- Purpose
- Regent Financial Aid automates financial aid management for higher education institutions across different enrollment models.Read 8 Oct 2026 · regenteducation.com
- Audience
- Regent describes its solutions as built for financial aid professionals at higher education institutions.Read 8 Oct 2026 · regenteducation.com
- Integrations
- The maker describes bi-directional integration across SIS, financial aid management, and CRM systems, and says the platform connects with an institution’s existing SIS.Read 8 Oct 2026 · regenteducation.com
- Security
- Regent says its security program follows the NIST Cybersecurity Framework and that it holds AICPA SOC 1 and SOC 2 certifications.Read 8 Oct 2026 · regenteducation.com
- Compliance
- Regent says it holds AICPA SOC 1 and SOC 2 certifications and complies with TX-RAMP, SCHEV, and other state and local security requirements.Read 7 Oct 2026 · regenteducation.com
- Support
- Premier Success includes a dedicated team, priority engineering escalation, a sandbox environment, proactive monitoring, and ongoing training.Read 8 Oct 2026 · regenteducation.com
- Headquarters
- Regent Education lists its address as 5100 Buckeystown Pike, Suite 250, Frederick, Maryland 21704.Read 8 Oct 2026 · regenteducation.com
- Award automation
- The system packages and repackages aid and automates eligibility, disbursement, and Return of Title IV processes.Read 8 Oct 2026 · regenteducation.com
- Awarding
- The product automates financial aid packaging and repackaging, including for competency-based education programs.Read 7 Oct 2026 · regenteducation.com
- Cloud
- Regent describes its financial aid solutions as 100% cloud-based.Read 7 Oct 2026 · regenteducation.com
- Data controls
- The maker says Federal Taxpayer Information is separately maintained and labeled as Controlled Unclassified Information, with configurable role permissions for student data.Read 8 Oct 2026 · regenteducation.com
- Enrollment models
- It supports standard and non-standard terms, BBAY, subscription periods, non-term enrollment, and competency-based education.Read 8 Oct 2026 · regenteducation.com
- Funds
- The platform can award federal, state, institutional, and donor funds through one engine.Read 8 Oct 2026 · regenteducation.com
- Lifecycle
- Regent’s financial aid suite describes automation for eligibility, packaging, disbursement, and return-to-Title-IV processing.Read 7 Oct 2026 · regenteducation.com
- Managed services
- Optional Configuration and Assurance Packs cover specialized fund and eligibility configuration, integration maintenance, release regression testing, and pre-audit compliance checks.Read 8 Oct 2026 · regenteducation.com
- Notable limit
- Regent says specialized funds and eligibility rules fall outside standard auto-packaging and can be configured through its paid Managed Services offering.Read 7 Oct 2026 · regenteducation.com
- Regulatory updates
- Regent says federal regulatory changes arrive as platform updates.Read 8 Oct 2026 · regenteducation.com
- Related products
- Regent Review handles verification, Regent Plan supports student financial planning, and Regent Fund automates institutional scholarship management alongside Regent Financial Aid.Read 8 Oct 2026 · regenteducation.com
- Salesforce
- Regent Award for Salesforce presents financial aid insights to enrollment management and student success teams inside Salesforce.Read 8 Oct 2026 · regenteducation.com
Strong points and limits
Strong points
- Automates eligibility, packaging, disbursement, and return processing.
- Supports non-term enrollment and competency-based education.
- Awards federal, state, institutional, and donor funds.
- Integrates with SIS, CRM, FAM, ISIR, and NSLDS systems.
- User roles can restrict student-data access or editing.
Limits
- Pricing is available on request.
- Specialized funds fall outside standard auto-packaging.
- Specialized configuration is offered through paid Managed Services.
Who it suits
It is tailored to financial aid professionals at higher education institutions, particularly those handling nonstandard or non-term enrollment and competency-based education. Institutions with specialized funds or eligibility rules should account for the paid Managed Services offering.
Verdict
Regent Financial Aid addresses varied enrollment models and covers multiple stages of aid administration. Institutions should confirm pricing and whether their specialized rules require Managed Services.
Where Specifiction places it
- Financial Aid Management Software#19 of 226.6
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