All-in-one solution for student loan advising

Empower your clients, transform your practice with Finology Software. Our comprehensive solution simplifies student loan repayment, enhances client experiences, and fosters financial wellness.

New

Supercharge. Your advisory powers.

Technology that delivers a competitive edge in attracting high-potential, early career clients.

Advance Planning

Generate sophisticated simulations for federal student loan repayment planning.

Financial Wellness

Guide recent grads or current college students and help them understand their obligations.

Compliant Tools

Securely store client federal student loan data from the National Student Loan Data System.

Liability Planning

Create customized debt management plans for credit cards, personal loans, private student debt, auto and more.

Powerful Technology for Student Loan Repayment Planning

Liability Planner simplifies the process of generating Scenarios within the Federal Loan Simulator. The IDR Comparison tool is designed for advisors to identify a client’s optimal repayment plan.

Etch Financial is looking to change the financial planning landscape by being one of the first RIAs devoted to individuals with student loan debt. Our goal is to help borrowers tackle their student loans while building wealth, whereas other firms simply create custom student loan plan, ignoring the rest of the financial plan. A core component of our strategy is leveraging Finology Software's capabilities.

Sign up for Finology Software today

Expanding your firm’s offerings is simpler than ever with our Liability Planner’s advanced student loan repayment planning tools.