Scalable Plans for Every Advisor
Whether you’re a solo financial advisor or part of a fast-growing firm, Finology Software offers flexible, scalable solutions designed to fit your workflow and help your clients succeed.
Solo Practitioner
Maximize your efficiency and ROI as a solo professional.
- One User
- Client Data Analytics
- Liability Planning Tools
- Compliant, Ready-to-Use Reports
- On-Demand Video Tutorials
- Access to Support and Office Hours
No credit card required.
Enterprise
Powerful, scalable solutions for teams of any size.
Everything in Solo Practitioner, plus:
- 2+ Users (scales with your team)
- Centralized Billing for Easy Management
- Invite Assistants (with Shared Access)
- Add More Users Anytime for $89/month each
No credit card required.
Included With Every Plan
Powerful tools to help you work smarter — with loan analytics, scenario modeling, and customizable reports that deliver compliant, client-ready insights.
Client Data Analystics
- Seamless NSLDS .txt file integration
- Automatically populated federal loan details
- Insightful repayment plan summaries
- Built-in client data privacy and security safeguards
Liability Planning Tools
- Create and compare custom repayment scenarios
- Project long-term tax implications
- Simulate multiple repayment strategies side-by-side
- Visualize loan balances and progress by year
Compliant Reports
- Fully white-labeled for your brand
- Tailored to client goals and financial objectives
- Generate professional repayment reports in minutes
- Easily customizable to meet specific needs
Frequently Asked Questions
Find answers to some of the most common questions here. For more information, you can visit our full FAQ page.
What is Finology Software and how does it work?
Finology Software is a financial technology platform that empowers financial advisors (and individuals) with tools to manage student loan repayment and personal debt. It helps simulate repayment options and recommends smart forgiveness strategies.
Can Finology Software simulate different repayment and forgiveness options?
Finology Software is a financial technology platform that empowers financial advisors (and individuals) with tools to manage student loan repayment and personal debt. It helps simulate repayment options and recommends smart forgiveness strategies.
How do I get started with Finology Software?
Finology Software is a financial technology platform that empowers financial advisors (and individuals) with tools to manage student loan repayment and personal debt. It helps simulate repayment options and recommends smart forgiveness strategies.
What are the key features of Finology Software?
Finology Software is a financial technology platform that empowers financial advisors (and individuals) with tools to manage student loan repayment and personal debt. It helps simulate repayment options and recommends smart forgiveness strategies.
How secure is my data on Finology Software?
Finology Software is a financial technology platform that empowers financial advisors (and individuals) with tools to manage student loan repayment and personal debt. It helps simulate repayment options and recommends smart forgiveness strategies.