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Should You Invest in EdVize as an Educational Consultant? 

As an independent educational consultant (IEC), managing multiple clients, appointments, and deadlines can be overwhelming. That's where specialized software solutions like EdVize come into play. Designed to streamline and enhance the consulting process, platforms like EdVize offer a range of features tailored to the unique needs of IECs. In this review, we'll take a closer look at EdVize and help you decide if it's the right investment for your educational consulting business.

What is EdVize?

EdVize is a specialized software for students, parents, and educational consultants that helps streamline the entire college application process from start to finish. It is a comprehensive platform featuring a number of different tools — for management, organization, learning, analyzing, and more — that make the process easier and smoother. The highlight of EdVize is its AI-driven approach that gives its clients personalized guidance and recommendations. As an IEC, EdVize can potentially streamline your workflow, increase efficiency, and improve client satisfaction.

What are some features offered by EdVize?

Here are the software’s primary features:

  1. Client Management EdVize offers a robust CRM system that allows you to manage your clients' information, track interactions, and monitor application progress. You will have all academic records, test scores, and application deadlines in one place, in an organized manner.

  2. College Database  The platform provides access to a comprehensive database of colleges, universities, and their respective requirements — application details, deadlines, financial aid opportunities and more. This feature will allow you to provide accurate and up-to-date information to your clients without having to refer to other websites.

  3. Robust Reports and Analytics One of the more unique features of this software, EdVize generates detailed reports on clients' progress, allowing you to identify areas for improvement and track success. You can also use the platform’s analytical tools to study various metrics and use data-driven decisions to adjust your counseling strategies. 

  4. Task Management EdVize's task management feature enables you to create and assign tasks to yourself or to your clients. From tracking application deadlines to following up on outstanding documents, you can ensure that nothing falls through the cracks and that all necessary tasks are completed in a timely manner.

  5. Document Management The college application process involves a large number of documents from resumes and transcripts to letters of recommendation. EdVize securely stores these documents and allows for sharing documents between you and your clients. This way, all necessary documents are readily available and organized for easy access.

  6. Appointment Scheduling and Communication Tools You can simplify client engagement with EdVize's integrated appointment scheduling and communication tools. This includes scheduling client meetings, consultations, and follow-ups, and seamless communication through built-in messaging features. There are also automated reminders to make sure there are no missed appointments!



EdVize offers a subscription-based pricing model, with various plans to suit different business needs depending on number of users and level of functionality. However, the specific pricing details may not be readily available. You might need to contact the sales team in order to get a quote.


Who is EdVize For?

EdVize is designed for students, parents, and educational consultants who are looking to make college applications a smoother, more efficient process. For IECs in particular, EdVize can be used to better manage your workload — streamline operations, improve client management, and enhance overall services. Whether you're a new IEC or an established one, EdVize can help you grow your business although this may be in different ways.


Pros and Cons


  1. Streamlined Workflow Management: The primary advantage of EdVize is its ability to streamline workflow management. By centralizing client information, scheduling, document management, and communication within a single platform, EdVize simplifies administrative tasks and allows you to spend more time on providing support to your clients.

  2. Data-driven Insights EdVize provides valuable data-driven insights, offering detailed analytics on client progress, application outcomes, and consultant performance. By leveraging these insights, you can refine your strategies, track key metrics, and tailor your advice in order to increase your consulting practice’s success rate. This is particularly useful for those IECs with a new or growing business.

  3. Customizable Features: EdVize’s customizable features allow you to ensure that the platform is tailored to you and your clients’ unique needs. Whether you're a solo practitioner or part of a larger team, EdVize can adapt its features to align with your specific consulting practices. And you can also offer your clients a more personalized experience.

  4. Enhanced Client Satisfaction: By improving organization, communication, and support throughout the consulting process, EdVize ultimately leads to enhanced client satisfaction. Consultants can provide a higher level of service to their clients, ensuring that their needs are met effectively and efficiently. This can result in increased client retention, positive referrals, and ultimately, a stronger reputation within the educational consulting industry.


  1. Limited Availability of Pricing Information: One potential drawback is the limited availability of pricing information, which may make it challenging for potential users to assess the platform's affordability. Without clear pricing details upfront, you might have to spend more time and effort in gauging the financial investment the software requires. You might also need to look into unexpected costs that could incur in the future. 

  2. Training Requirements: While EdVize offers a user-friendly interface, learning how to fully utilize the platform’s functions could take some time. Without the additional training, you might not be able to use the features to their maximum potential. However, this learning curve is likely a one-time investment of time that the long-term benefits of EdVize could offset.

  3. Potential Downtimes and Software Glitches Reliance on technology can introduce vulnerabilities and challenges. Having all your materials in one place does mean that issues like system downtime and software glitches might leave you handicapped. This could disrupt workflow and impact client service delivery, however cases like this would be quite rare.

Our Review

All in all, EdVize is a solid choice for IECs looking for a comprehensive software solution to manage their business. Its multifaceted features make it an attractive option for those looking to streamline their workflow and improve client satisfaction. While the lack of transparent pricing information and the need for a learning curve may present hurdles, these are ultimately one-time obstacles that the long-term benefits could outweigh.

That said, the platform could prove more beneficial to newer IECs than more experienced ones. For those counselors just starting their career or looking to grow their business, EdVize can be an invaluable resource. Its management and analytical tools can help establish a strong foundation and deliver high-quality services. For experienced IECs who have already built a thriving practice, the benefits of EdVize primarily lie in its capacity for organization, management, and time-saving. By centralizing client information, automating administrative tasks, and providing insightful analytics, EdVize could help you maintain a competitive edge.

Ultimately, whether EdVize is the right investment for your business depends on your specific needs and budget. By considering the pros and cons, you can determine if EdVize is the right investment.


If you’d like to recommend a rigorous research program open to high schoolers, you may want to consider the Lumiere Research Scholar Program, a selective online high school program for students founded by researchers at Harvard and Oxford. Last year, we had over 4000 students apply for 500 spots in the program! You can find the application form here. You can also reach out to us at to know more, or to have a chat about possible collaborations!

Also check out the Lumiere Research Inclusion Foundation, a non-profit research program for talented, low-income students. Last year, we had 150 students on full need-based financial aid!

Stephen is one of the founders of Lumiere and a Harvard College graduate. He founded Lumiere as a PhD student at Harvard Business School. Lumiere is a selective research program where students work 1-1 with a research mentor to develop an independent research paper.

Image Source: EdVize logo



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