NEW
OBBB-compliant, Repayment Assistance Plan (RAP) is live in the simulator
Precision student-loan planning for financial advisors.
Finology Software is the planning engine financial advisors trust to model federal student loans, RAP, IDR, PSLF, private debt, and turn the mess into advice a client can act on.
Student loans are the one corner of a client’s financial life most planning tools ignore, and the rules never stop moving. Advisors were left doing six-figure decisions in spreadsheets and guesswork. We thought that was backwards.
I’ve always believed that money deserves to be treated with care.
I grew up around people who took that responsibility seriously. My father built a successful business, and both of my grandfathers spent their careers leading organizations where trust, financial stewardship, and long-term thinking mattered. Those values shaped how I approach business today.
Over the years, I’ve seen both sides of entrepreneurship. I’ve had a front-row seat to a billion-dollar company, and I’ve watched a startup fail. Those experiences taught me that lasting businesses are built on discipline, accuracy, and earning trust every day.
That mindset led me to one of the most complex areas of personal finance: student loans.
Financial advisors should never have to question whether their software is producing the right answer when clients are making life-changing financial decisions. That’s why I founded Finology Software. We built a platform advisors can trust to accurately model federal repayment strategies, income-driven repayment plans, Public Service Loan Forgiveness, and evolving programs like RAP.
Our mission is simple. We take the complexity out of student loan planning so advisors can focus on giving great advice with confidence.
Finology was built differently. We’re a lean, remote-first company supported by an exceptional engineering team in Croatia. We believe great software is not about having the biggest office or the largest team. It’s about hiring talented people, listening to customers, and obsessing over getting the details right.
Every feature we build serves one purpose: helping financial advisors deliver better outcomes for their clients.
I’m grateful that so many advisors have chosen Finology Software as part of their technology stack. We work every day to continue earning that trust.
From a private alpha to the federal reset.
Finology Software begins; the first private alpha goes live.
Public beta launches; after years on pause, federal student-loan payments resume.
The Liability Planner and client-ready reports take shape.
RAP-ready early, modeling the new federal plan months before the deadline.
Generally available and AI-accelerated: we embrace the AI revolution to build and ship faster than ever, with an AI assistant built in while keeping the human advisor at the center. Find an Advisor and the client portal launch.
The federal reset, SAVE ends, RAP begins. Built for this moment.
To make debt optimization effortless: model a client’s student loans, private loans, and credit cards together, and find the repayment strategy that saves them the most.