NEW
OBBB-compliant, Repayment Assistance Plan (RAP) is live in the simulator
Finology Software partners
The networks and platforms we work with to help advisors serve borrowers.
The National Institute of Certified College Planners. It certifies the college planning specialists (CCPS) who help families plan and pay for college. NICCP members get a member rate on Finology Software.
Visit siteModern inheritance and estate planning. A referral partner helping families plan what they pass on.
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An advisor network connecting borrowers to student-loan specialists.
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The American Institute of Certified College Financial Consultants, the certifying body for the CCFC designation.
Association partnerFinology Software listed in the Schwab OpenView MarketSquare directory.
Listed in MarketSquareChecklists and flowcharts for advisors, including student loan repayment planning.
Visit siteHire paraplanners who are already trained on Finology Software.
Visit siteRefer a firm, share in the upside
Introduce another advisory firm to Finology Software and earn a referral reward when they become a paying subscriber. A straightforward software referral program: free to join, with simple written terms. This program rewards referrals of our software only; it does not involve referring investment clients or any advisory-client relationship.
Become a partnerReferral rewards apply to Finology Software subscription referrals and are subject to the Finology Software Referral Program Terms.