Finology Software and the Student Loan Help Network Together on the AFO Wealth Management Forward Podcast
Student loan debt affects families, professionals, and even retirees with over $1.7 trillion in federal student debt and millions of Americans navigating a years-long journey. Innovative advisors are helping their clients successfully manage this obligation. Recently, Finology Software founder Alex Bottom and Student Loan Help Network founder Ryan Galiotto joined Rory Henry on his podcast, […]
Share the Power of Finology Software: Earn a $200 Amazon Gift Card
At Finology Software, our growth has always come from advisors helping advisors, sharing ideas, insights, and better ways to serve clients navigating student loan repayment. If you have found value in using Finology Software, we would love your help spreading the word. As a thank-you, you earn an Amazon gift card for every peer you […]
Why Free Student Loan Calculators and Spreadsheets Won’t Build Your Practice And What Will
Student loan repayment planning is now a 30 year journey. Is your firm in it for the long haul or just trying to get by with makeshift tools? The Problem With Free Tools Free calculators, spreadsheets, or “quick hacks” may seem convenient at first. They’re fast, cheap, and easy to access. They’re also disconnected and […]
From Pre-College Planning to Student Loan Repayment: The Natural Next Step for Forward-Thinking Advisors
If you’re a College Financial Consultant or a financial advisory firm offering pre-college planning services, you already understand how deeply education decisions impact families’ financial futures. But the journey doesn’t end when a student graduates, student loan repayment planning extends your scope of service, creating a seamless continuum of support from admission to repayment. In […]
Monthly Subscriptions for Financial Advisors
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. Access to Finology Software originally came through […]
The Secret Tech Most Financial Advisors Haven’t Heard About Yet
Built from the ground up for financial advisors, Finology Software transforms what was once a messy spreadsheet exercise into a seamless, scalable service. It gives advisors the clarity and confidence to deliver smart, personalized strategies for clients across the full federal debt lifecycle. If you’re already advising parents on 529 plans or helping families evaluate […]
The Untapped Goldmine Most Financial Advisors Haven’t Discovered Yet, But Should
There are 44 million student loan borrowers in the United States today. Meanwhile, there are just about 100,000 Certified Financial Planners (CFPs) in the country. That’s a staggering ratio, more than enough business to go around for every advisor and firm. Yet, for reasons unknown, many firms are still avoiding the opportunity that could become […]
Finology Software Encourages Advisors to Leverage the Student Loan Help Network
At Finology Software, we know that being a great advisor in today’s environment means staying informed, visible, and connected, especially when it comes to student loans. That’s why we’re encouraging all of our users to take advantage of the Student Loan Help Network, a trusted platform that provides high-quality educational programming, expert office hours, and […]
Student Loan Forgiveness Delayed, Interest Resumes: What Advisors Must Know in August 2025
Millions of borrowers are stuck in limbo with rising balances and delayed relief as new changes take hold. IBR forgiveness is paused, SAVE Plan interest resumes August 1, and processing delays are piling up. Advisors need to act now to reassess repayment strategies and protect client progress. Finology Software makes it easy to identify impacted […]