Finology Software Now Integrated with INVENT: Expanding Access to Powerful Student Loan Repayment Planning
Finology Software, the leading end-to-end software solution for financial professionals offering student loan advice, is now also available through a new integration with INVENT®, the AI ready data ecosystem designed to bring all of the most critical software solutions together in a single “Golden Record” designed specifically for wealth managers. This integration underscores Finology Software’s […]
Multigenerational Student Loan Planning: A New Era for Financial Advisors
Across the country, financial planners are seeing a rapid shift in how families approach higher education and long-term financial strategy. For the first time in modern U.S. history, multigenerational dynamics sit at the center of financial planning and student loans are one of the primary drivers. As federal repayment resumes and new regulations take shape, […]
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 $50 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’ve found value in using Finology Software, we’d love your help spreading the word. As a thank-you, you’ll receive a $50 Amazon gift card for every peer you refer […]
The 2026 Reality: What Higher Earners Need to Know About Student Loan Repayment Under RAP
Beginning July 1, 2026, the new Repayment Assistance Plan (RAP) will simplify income-driven repayment by consolidating multiple federal programs into one unified structure. While this change is designed to streamline repayment for most borrowers, it also creates a classic repayment scenario for others, where the full balance will be paid off, and the primary goal […]
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 […]
How the OBBB Bill and RAP Are Reshaping Student Loan Planning for Advisors
A New Era in Student Loan Repayment: RAP Is Coming In July 2026, federal student loan repayment will undergo its biggest overhaul in decades. The OBBB (One Big Beautiful Bill) of 2025 introduces the new Repayment Assistance Plan (RAP), which will become the mandatory default income-driven repayment plan for most borrowers. At the same time, […]
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 […]
Flexible Pricing Now Available: Monthly Subscriptions for Finology Software
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. Until now, access to Finology Software has […]
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 […]