Our Goal is to Help Financial Advisors Scale with Personalized Student Loan Repayment Tools
We deliver trusted, transparent, and compliant technology that empowers financial advisors to help clients navigate federal student loan repayment, while protecting the client relationship and scaling their business.
Your Platform for Student Loan Planning
It’s our experience that student loan repayment should be personalized by RIAs, not outsourced. Finology Software is the essential platform advisors use to provide strategy, generate clear action steps, and guide clients to enroll in federal plans themselves.
Strategy That Evolves With You
Our vision is to replace confusion with clarity and confidence. We have built the infrastructure for “mini-financial plans” on student debt: enabling real-time visibility, proactive strategy updates, and long-term tracking as life and income evolve.
Our Track Record
Across two generations of software, our team has helped support more than $1 billion in federal student loan planning, and we’re just getting started!
19,000+
Loans, in the app
1,600+
Client households
1,000+
Companies helped
Our Core Principles
Here we focus on markets where creativity and innovation can unlock long-term value and growth for our users.
Trust & Transparency
Client-first design that keeps advisors in control and empowers clients to self-enroll, for free.
Compliant Technology
Built for security, documentation, and peace of mind— designed to pass audits and internal reviews.
Decentralized Execution
A global, nimble team unified by a long-term vision for transforming student loan planning.
Customer Experience
A beautiful, intuitive UI that advisors love, and clients understand. Continuous feedback loops drive rapid product improvement.
Our Ecosystem
Student loan planning doesn’t stand alone, it fits within the broader arc of college and financial planning. That’s why we work with best-in-class partners to support every stage of the journey. Together, we’re helping advisors deliver lifelong value, from pre-college savings to post-college repayment.
Customers, Partners & Collaborators
Meet the Founder
Alex Bottom is the founder and CEO of Finology Software. With nearly 15 years of experience across gov-tech, HR tech, and fintech, Alex has a proven track record of building products that empower professionals and scale impact.
He earned a degree in Economics from the University of Southern California (USC) and has supported over 1,000 financial services firms and $1B in federal student loan planning across two generations of software.
Finology Software represents the culmination of his work – a mission driven platform built to deliver innovative, compliant, and client-first tools to the advisory profession to any size financial services firm.
