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 […]
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

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 […]
The Guide to Finology Software: The End-to-End Student Loan Solution for Advisors

Finology Software empowers Financial Advisors with a platform for delivering critical financial services to 44 million Americans with federal student debt.
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 […]