One platform.
Every kind of advisor.
From a solo RIA running their first student-loan engagement to a firm with a team of advisors: same platform, same data model, same compliance posture. The workflow scales with you.
Wherever you sit in the org chart.
The product is the same for everyone. What changes is the rollout, the contract, and how much of your team's workflow we automate on day one.
Leads in the door. Growth in the book. Core work in every client engagement.
Student-loan planning gives a solo RIA two things at once: a wedge service that brings new prospects through the door, and a recurring piece of core client work that keeps every existing relationship sticky. It's not a side product; it's a growth engine that compounds.
Paid intro service
Run student-loan planning as a paid engagement, with a branded report your client keeps.
Branded PDF reports
Your firm's logo, your colors, your contact info. Clients see your brand on the deliverable, not ours.
Every plan, side by side
Import the client's NSLDS file and every plan they can elect is priced side by side, ready for a branded client report.
Client self-enrollment
We empower clients to enroll in federal plans themselves, with no advisor exposure to direct loan servicing.
Student-loan planning belongs in every household conversation.
College saving, college repayment, and intergenerational debt show up across the entire book: parents, kids, even grandkids. Mid-size firms use Finology Software to bring student-loan planning out of the silo of one specialist and into the everyday workflow of every advisor on the team.
Team workflows
Shared client library across your firm's advisors, so a client's plan is never stuck on one laptop.
Federal rules current
OBBB, RAP, PSLF: updated within 30 days of any rules change. The whole team plans against the same math.
A new offering for your entire client base, with peace of mind.
Roll out student-loan planning across every advisor with one verified engine and one report standard. GLBA-aligned and white-labeled to your brand. A new line of value for your clients without a new line of risk for your firm.
White-label reports
Your firm's logo and colors on every client PDF report.
One engine for every advisor
Every advisor runs the same parity-verified engine, so two advisors never give one client two different answers.
Your disclosure on every report
Add your firm's required disclosure to every client-facing report.
Support in writing
Email and in-app chat support, usually answered the same day. Firms with 11 or more seats are priced by arrangement on annual billing.
Student-loan planning your home office can stand behind.
Built for advisors who report to a compliance department. Every plan comes from the same verified engine, every report carries your firm's disclosure, and client data stays in Finology Software instead of on advisor laptops.
Dated loan history
Each NSLDS upload is kept as a dated version, so you can see the loans a plan was built on.
Firm branding
Your firm's logo, colors and disclosure on every client report.
Client PII isolation
All client data lives in Finology Software, never on advisor laptops. Survives advisor turnover by default.
Report archive
Every client report downloads as a PDF for your books-and-records archive.
Whatever's on your business card.
Student-loan planning fits a different shape of practice depending on what you do. Same software, different ways to put it to work.
A holistic plan is incomplete without student-loan strategy.
Slot student-loan repayment next to retirement, college savings, and tax planning in your existing workflow. The plan math integrates with the rest of the household balance sheet: same client, same advisor, same plan.
- Sits inside your existing financial-plan deliverable
- Gives you the student-loan figures to carry into the retirement and tax plan
- Reinforces you as the primary trusted advisor
From the first paid engagement to a hundred-seat rollout.
Same product, scaled per seat. Solo RIAs run student-loan planning as a wedge service. Mid-size firms standardize it across the team. Enterprises white-label it across the entire client base.
- Per-seat pricing, predictable as you grow
- Team seats with shared firm branding and GLBA-aligned data handling
- White-label PDFs on every plan
The system of record for the work you already do.
If student-loan planning is your specialty, Finology Software is the platform that scales it. Codified math, audit-ready documentation, and client-facing reports that make your expertise visible and billable.
- Federal rules current within 30 days
- Documentation that supports your certification standards
- Bulk household intake: work the way specialists actually work
Extend your service from college acceptance to loan payoff.
You already help families pick the right school. Finology Software lets you stay in the relationship through repayment, turning a one-time engagement into a multi-year partnership across the household's college lifecycle.
- Pairs with CollegeWell, College Aid Pro, and Share Scoops
- Continue revenue past the acceptance letter
- Same household record through repayment
Same platform, different starting points.
Every Finology Software customer runs on the same product. The only thing that changes is the rollout, the contract, and how much of your team's workflow we automate on day one.
Just exploring?
Load one client file and see what the engine says. No demo call required.
Start Free