Finology Software
HQ Address
Boise, ID 83713, United States
Website Address
Business introduction
Student Loan Software for Financial Advisors
The student loan lifecycle platform trusted by financial planners, college financial consultants, independent education consultants, and credentialed professionals including CFPs, CPAs, CCFCs and CSLPs
Our goal is to help financial advisors scale with personalized student loan repayment tools
We deliver trusted, transparent, and compliant technology that empowers financial advisors to help clients navigate federal student loan repayment, while protecting the client relationship and scaling their business.
Your platform for student loan planning
It’s our experience that student loan repayment should be personalized by RIAs, not outsourced. Finology Software is the essential platform advisors use to provide strategy, generate clear action steps, and guide clients to enroll in federal plans themselves.
Strategy that evolves with you
Our vision is to replace confusion with clarity and confidence. We have built the infrastructure for “mini-financial plans” on student debt: enabling real-time visibility, proactive strategy updates, and long-term tracking as life and income evolve.
Finology Software Solutions
Finology Software
Seamlessly onboard client student loan data Seamlessly retrieve federal student loan information through direct integration with the National Student Loan Data System (NSLDS), eliminating the need for any manual data entry by users. Simple planning and comparing up to four IDR plans scenarios Input clients’ financial details and instantly generate side-by-side comparisons of......
