Flexible Pricing Now Available: Monthly Subscriptions for Finology Software

At Finology Software, our mission is simple: help financial advisors save time, deliver compliant and personalized student loan guidance, and strengthen their role as a client’s primary trusted advisor. For years, we’ve provided advisors and firms with enterprise-ready tools that replace spreadsheets, streamline workflows, and save clients money.

Until now, access to Finology Software has only been available through an annual subscription of $1,068 ($89 per month equivalent). We heard from many advisors that while the annual option works well, some prefer the flexibility of a month-to-month plan as they grow their practice.

That’s why we’re rolling out a new monthly subscription that continues to include unlimited clients.

What’s Updated?

• Still Available: Annual Subscription: $1,068 per year ($89/month equivalent)
  
• Now Available: Monthly Subscription: $99 per month, paid in monthly installments
  

This gives advisors the ability to choose the plan that best fits their business model and cash flow. Whether you’re just starting to incorporate student loan planning or scaling an established practice, Finology Software now meets you where you are.

According to XYPN data, the average financial planner makes just $7,000 in their first year of operations—a difficult reality for new firms trying to build momentum. Finology Software helps close that gap by accelerating client acquisition. By offering student loan planning, advisors can deliver immediate, tangible value that resonates with millions of borrowers. This not only opens the door to new client relationships but also positions advisors for ongoing financial planning engagements, transforming year-one revenue potential.

Why Advisors Choose Finology?

• Plans in Minutes: Advisors with proper training—such as CCFC credential holders or those who’ve completed the Student Loan Help Network education—can create a repayment plan in minutes using Finology.
  
• Built-In ROI: The savings uncovered in student loan planning often more than cover the financial planner’s ongoing fees, reinforcing long-term client relationships.
  

Documented Growth Impact: Student loan planning powered by Finology helped Ryan Galiotto, founder of Etch Financial, grow his firm’s AUM by $1 million per month in 2024.

Why It Matters?

• Flexibility: Start with a monthly plan to explore the platform without a long-term commitment.
  
• Savings: Stay on an annual plan to lock in a lower monthly equivalent.
  
• Same Features, Same Impact: Both plans include the full suite of tools—no compromises.
  

Designed for Advisors Who Value Time and Trust

Across two generations of software, Finology has been trusted by over 1,000 advisors managing $1B+ in student loans. Our platform is SOC 2 compliant, built for enterprises, and proven to help advisors save time, replace spreadsheets, and guide clients toward smarter financial decisions.

Now, with both Finology pricing options – annual and monthly, it’s easier than ever to get started.

👉 Learn more and subscribe today or book a demo.