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 site
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 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.