Finology Software now works in Microsoft Copilot
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.
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. Here’s […]
What Student Loan Planning Software Costs for Advisors
One per-advisor price with unlimited clients: $99 a month, or $89 a month billed annually. What is included and how existing subscriptions are treated.
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.