Finology

The Untapped Goldmine Most Financial Advisors Haven’t Discovered Yet — But Should

Financial Advisors and Finology Software

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 […]

Finology Software Encourages Advisors to Leverage the Student Loan Help Network

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 […]

Turning Student Loan Advice Into Growth: How Finology Software Helps Advisors Win

FInology software for advisors and student loan

Student Loans Aren’t Just a Headache: They’re a Growth Opportunity Millions of Americans are stuck in repayment limbo with rising balances and confusing forgiveness rules. And with IBR forgiveness paused and interest on SAVE resuming, the need for expert student loan advice has never been more urgent. Unfortunately, most advisors still avoid this space, either […]