NEW
OBBB-compliant — Repayment Assistance Plan (RAP) is live in the simulator
Better together —
Finology Software’s partners
We work with the technology platforms and student-loan specialists who help advisors serve borrowers.
Technology & integration partners
The platforms we connect with so advisors can move data and run strategy without leaving their workflow.
Technology & integration partner — API integration and the co-hosted Invent Wealth webinar series.
Visit siteTechnology & integration partner — secure account connectivity. Borrowers link their student loans through Plaid so balances import automatically, with no manual entry.
Visit siteBuilding an integration for advisors — NSLDS data, CRMs, planning tools? We’re adding integration partners.
Start a conversationDistribution & referral partners
Networks and specialists who connect borrowers and advisors with Finology Software.
An advisor network connecting borrowers to student-loan specialists.
Visit siteThe American Institute of Certified College Financial Consultants — certifying body for the CCFC designation.
Association partnerFinology Software listed in the Schwab OpenView MarketSquare directory.
Listed in MarketSquareRefer 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.