Finology Software

All-in-one solution for student loan planning for financial advisors.

[Finology Software @FinologyTech]

Their repayment plan is waiting for you.

Finology Software — 7-day free trial, no card needed

[Finology Software @FinologyTech]

Onboard → optimize → track → resolve.

Finology Software guides every borrower across the full loan lifecycle — payoff, PSLF, IDR forgiveness, or discharge. → https://t.co/uq349DMVuj

[Finology Software @FinologyTech]

~43% of your highest earners carry federal student debt you've never seen.

They're not hiding it — they weren't asked.

After July 1, every AGI call you make moves a loan payment you don't know exists.

https://t.co/wh9vrEiZ3O

[Finology Software @FinologyTech]

Branded, compliant client reports — your strategy, ready to hand over. → https://t.co/uq349DMVuj

[Finology Software @FinologyTech]

RAP, PAYE, IBR, PSLF, refi — every path side-by-side, with monthly + lifetime cost. The best option, made obvious. → https://t.co/uq349DMVuj

[Finology Software @FinologyTech]

Every federal loan, imported straight from NSLDS instantly. → https://t.co/uq349DMVuj

[Alex Bottom @alexbottom]

There's a student loan cliff on June 30. Most advisors will miss it. Don't

[Finology Software @FinologyTech]

Advisors: scan your book for Parent PLUS borrowers this week. Full breakdown of who's at risk + the steps: https://t.co/dxv0BVRaGX

[Finology Software @FinologyTech]

For financial advisors, this isn’t just a planning challenge. It’s one of the biggest client acquisition and engagement opportunities in the market today.

Register here: https://t.co/uVnYFrq8vS

[Alex Bottom @alexbottom]

The next evolution of financial planning extends beyond college savings, helping families navigate repayment across generations. https://t.co/qhTb8d7SYF

[Finology Software @FinologyTech]

Finology Software has released its first integration with INVENT. https://t.co/phENc5bUL5

[Finology Software @FinologyTech]

Student loan repayment is shifting to the front of the planning process. This conversation highlights why RAP and OBBB will redefine advisor workflows.

[Alex Bottom @alexbottom]

RAP + OBBB = the biggest shift in student loan planning in years.

Repayment now moves to the front of the planning process and firms that guide clients through it will win relationships that last a lifetime.

Podcast w/@RyanGaliotto & @WealthManagem19

https://t.co/XCSjZ0d2rp

[Alex Bottom @alexbottom]

Student loan planning is expanding across wealth, tax, and multigenerational advice.

I joined Rory Henry on AFO Wealth Management Forward Podcast @WealthManagem19 along with @RyanGaliotto talking on OBBB/RAP for 2026 and @FinologyTech

https://t.co/XCSjZ0d2rp

[Finology Software @FinologyTech]

Security ✅ Workflow ✅ Long-term planning ✅

Spreadsheets aren’t enough for advisors. Finology Software delivers secure, scalable, client-ready solutions for student loan repayment planning.

https://t.co/wrPZ3zNcc3

[Finology Software @FinologyTech]

Help clients tackle student debt across generations.
Finology Software’s Liability Planner and Federal Loan Simulator make RAP planning clear, actionable, and professional. Explore our latest insights: https://t.co/QNs8RZtV00

[Finology Software @FinologyTech]

Advisors asked. We listened. We’re excited to announce a new monthly pricing option for Finology Software!

✅ Annual: $1,068/year ($89/mo equivalent)
✅ Monthly: $99/month

Same powerful tools. More options for advisors at every stage.

https://t.co/hWR1s2TQhL

[Finology Software @FinologyTech]

The biggest growth opportunity for financial advisors in 2025 isn’t new AI tools, tax hacks, or even estate planning strategies.

It’s student debt.

https://t.co/EbNBBfermd

[Finology Software @FinologyTech]

Student loan repayment is back, we’re encouraging everyone to leverage the Student Loan Help Network. Stay visible. Stay informed. Serve more clients. https://t.co/6VQBg8gpmr

[Finology Software @FinologyTech]

Student Loan Advice = Client Growth. Here’s How.

https://t.co/YjD5ninhGS

[Alex Bottom @alexbottom]

The next 12 months will bring major changes for millions of student loan borrowers. Advisors play a key role in helping clients navigate this evolving financial landscape.

At Finology Software @FinologyTech, we've been quietly building tools to help advisors...