Solution introduction
Have Confidence in Every Recommendation​
Finology Software empowers financial advisors with the tools that make student loan repayment planning, forgiveness tracking, and debt analysis fast, accurate, and client-ready
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 Income-Driven Repayment plans to easily identify optimal repayment plan.
Offer compliant client ready reports
With our Liability Planner tool you can quit on manual calculations and easily analyse optimal repayment plan, track forgiveness eligibility and save outcomes for later use.
