At Finology Software, our growth has always come from advisors helping advisors, sharing ideas, insights, and better ways to serve clients navigating student loan repayment.
If you’ve found value in using Finology Software, we’d love your help spreading the word. As a thank-you, you’ll receive a $50 Amazon gift card for every peer you refer who becomes a paid user.
Here’s how it works:
- Invite a peer, another CFP, CPA, CSLP, advisor, or firm who could benefit from our repayment planning platform.
- They start a free trial and experience how Finology helps simplify education debt in family wealth planning.
- When they become a paid subscriber, you’ll receive a $50 Amazon gift card as our way of saying thanks.
That’s it, no limits, no forms, just rewards for helping more advisors help more families.
To refer a peer, simply have them mention your name when signing up for a free trial or email support@finology.tech after subscribing.
- What’s New in Finology Software
- Finology Software Now Integrated with INVENT: Expanding Access to Powerful Student Loan Repayment Planning
- Turning Student Loan Advice Into Growth: How Finology Software Helps Advisors Win
- Finology Software and the Student Loan Help Network Together on the AFO Wealth Management Forward Podcast
Run a client-ready repayment plan in minutes
Every number sourced, every path compared. Model RAP, the new Standard, IBR, PAYE, ICR and PSLF side by side.
