Revolutionizing Student Loan Repayment

Core Principals

Commitment To Innovation
De-centralized Teams
Vendor Accountability
Compliant Technology

Customer Experience

Building strong customer relationships through personalized experiences
Superior UI/UX
Customer feedback mechanisms for product improvement.

Community

Certified Financial Planners
Fee-only Financial Planners
CSLPs
CCFCs

Our Mission

To empower financial planning and advisory practices with sophisticated technology and intuitive functionality, enhancing their capacity to cater to college graduates’ needs while simultaneously bolstering their own ability to develop and deliver personalized financial wellness solutions.

At the forefront of education finance transformation, we envision a future where navigating student loans is no longer a burden but a seamless experience, empowering borrowers with accessible, user-friendly tools. Our commitment extends beyond innovative software development; we aspire to catalyze a movement toward financial freedom by revolutionizing federal student loan management.

By providing Certified Financial Planners (CFPs) and advisors with specialized platforms and resources, we aim to cultivate a community dedicated to advocating for informed borrower decision-making.

Our Vision

Is not just to streamline processes, but to be an integral part of the solution to the student debt crisis in the United States, fostering a landscape where education is accessible, affordable, and empowering for all.

Finology Software provides a cutting-edge solution for student loan repayment planning. Our platform offers an innovative set of tools that help financial advisors streamline their client loan data onboarding process, create automated analytics, simulate federal income-driven repayment plans, and track progress toward completion of specialized programs like Public Service Loan Forgiveness (PSLF).

Finology’s platform is a vital asset for educational institutions that aim to assist students and alumni with loan repayment planning. Its intuitive interface and powerful tools make it easy to implement and provide additional services that greatly benefit our students. The impact it has had on our administrative processes and the positive feedback from our students validate our decision to incorporate Finology into our service offerings. Moreover, their strategic partnerships and features are impressive, making them a leading solution in the educational financial tech space.