What’s New in Finology Software
Published by Finology Software · A platform update for financial advisors The federal rules changed on July 1 — the Repayment Assistance Plan (RAP) is the default income-driven plan, and SAVE, PAYE, and ICR are winding down. The advisors who can sit down and model a client’s options clearly are the ones earning the relationships. […]
RAP Is Live in the Simulator: Finology Software Is OBBB-Compliant
The Repayment Assistance Plan (RAP) is now live in the Finology Software Federal Loan Simulator. Advisors can model it today — well ahead of the July 1, 2026 transition that reshapes federal student loan repayment under the One Big Beautiful Bill Act. This is the change that matters most for any advisor with federal-loan clients. […]
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, […]
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 […]
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 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.