So You Trained With the Student Loan Help Network? Here’s Why Finology Software Is Right for Your Firm
Trained with the Student Loan Help Network? Run every repayment plan on a real client file in minutes with Finology Software, the software Etch Financial uses.
So You’re a CCFC? Here’s Why Finology Software Is Right for Your Firm
For Certified College Financial Consultants: compare every repayment plan on the client’s real loan file, including RAP and PSLF. CCFCs get 10% off.
So You’re an NICCP Member? Here’s Why Finology Software Is Right for Your Firm
For NICCP members and CCPS college planners: carry families from the SAI to the loan payment with Finology Software. NICCP member rate $74.25 a month.
So You’re in NCAG? Here’s Why Finology Software Is Right for Your Firm
NCAG members help families pay for college. Finology Software shows what the loans cost after: Parent PLUS paths, every repayment plan, and 25% off for members.
Finology Software now works in GitHub Copilot and Copilot Studio
Firms on Microsoft 365 can add the Finology Software engine to a Copilot Studio agent. Federal student loan questions get computed answers, with the rule version and date behind each figure.
Finology Software is now in ChatGPT
Finology Software is listed in the ChatGPT plugin directory. Federal student loan questions asked in ChatGPT are answered by the same engine advisors use for client plans.
Finology Software now works inside Claude
Claude for Financial Advisors connects custodians, portfolio platforms and CRMs. Finology Software adds federal student loan planning to the same Claude, with no account required.
Your AI Can Now Call a Verified Student-Loan Engine
Finology Software’s parity-verified federal student-loan engine is now callable by AI agents over MCP and REST. Free keyless rung, keyed rungs where every answer is recorded before it is served, and a $499 production tier bought without talking to anyone.
Your Client’s Plan Is Only as Current as Your Last Upload
A stale projection looks exactly like a fresh one. How a free client portal makes the borrower the source of truth, and shows you which numbers have aged.
Parent PLUS After July 1, 2026: What Is Actually Left
A Parent PLUS loan on its own has no income-driven option. Consolidating unlocks ICR and nothing else, and that door closes in 2028.