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 have found value in using Finology Software, we would love your help spreading the word.
As a thank-you, you earn an Amazon gift card for every peer you refer who becomes a paid subscriber:
- $200 when they subscribe on an annual plan
- $50 when they subscribe on a monthly plan
Here is 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 see how Finology Software simplifies education debt in family wealth planning.
- When they become a paid subscriber, your Amazon gift card follows.
That is it. No limits, no forms, just rewards for helping more advisors help more families.
To refer a peer, have them mention your name when signing up for a free trial, or email support@finology.tech after they subscribe.
- What’s New in Finology Software
- Finology Software and the Student Loan Help Network Together on the AFO Wealth Management Forward Podcast
- Finology Software Now Integrated with INVENT: Expanding Access to Powerful Student Loan Repayment Planning
- The Guide to Finology Software: The End-to-End Student Loan Solution for Advisors
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.
