The OBBB Era: Multigenerational Student Loan Planning
When student loan repayment resumed once again, millions of households found themselves navigating a patchwork of repayment plans, changing servicers, and new tax implications. This period marked a turning point for financial planners, revealing that education debt isn’t just a personal finance issue, it’s a family wealth planning issue. For decades, education financing decisions were […]
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 […]
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, […]
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 […]
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 […]
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.