NEW
OBBB-compliant, Repayment Assistance Plan (RAP) is live in the simulator
Finology Software
in the news
Coverage, conversations, and resources for journalists and partners. For interviews, data, or a product walkthrough, get in touch below.
Featured coverage
Where advisors and the fintech press have written about how Finology Software approaches student-loan strategy.
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 verified engine advisors use for client plans.
Read Finology SoftwareFinology Software now works inside Claude
Advisors connect Claude to Finology Software with their own login and run their clients’ plans in the conversation, priced by the same verified engine. Bob Chitrathorn of Wealth Planning by Bob Chitrathorn uses Finology Software inside Claude.
Read Finology SoftwareFinology Software launches its borrower platform ahead of the July 1, 2026 federal RAP changes
Borrowers can now create a free account to see all their loans in one place, understand the new Repayment Assistance Plan, and find a student-loan advisor.
Read WealthManagement.comFinology Software, Helping Advisors Engage With and Plan for HENRYs
How the platform helps advisors serve High-Earners-Not-Rich-Yet clients carrying significant student debt.
Read WealthManagement.comAt WealthStack, Smaller Tech Firms Inspire
Finology Software selected for LaunchPad Labs at WealthStack 2023, spotlighting emerging advisor technology.
Read WealthManagement.comWealthStack Roundup: Finology Software noted as live
A product milestone noted in the conference roundup as the company opened its doors to advisors.
Read Kitces.comListed in the Kitces AdvisorTech Directory
Finology Software’s profile in the industry’s most-referenced map of advisor technology.
Read The Wealth MosaicFinology Software vendor profile
The company’s listing in The Wealth Mosaic’s global directory of WealthTech solution providers.
Read BlueToadFinology Software feature
A magazine reprint featuring the company and its approach to the student-loan lifecycle.
ReadPodcasts & webinars
Conversations and sessions where we get into the detail of modern student-loan planning.
Events & speaking
Where you can find the Finology Software team in the field.
Everything you need to write about us
Logos, product screenshots, founder bio and headshot, boilerplate, and fast facts, all in one download.
Download the press kitThe calculation and workflow platform for student-loan strategy
Finology Software is the calculation and workflow platform for financial advisors who handle student-loan strategy. It imports federal and private loans, compares every repayment plan (including RAP), tracks PSLF, and produces audit-ready client reports.
Founded in 2022 in Boise, Idaho.