Finology Software @FinologyTech
All-in-one solution for student loan planning for financial advisors. finology.tech Boise, ID Joined November 2007-
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Followers13K
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Following93
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Onboard → optimize → track → resolve. Finology Software guides every borrower across the full loan lifecycle — payoff, PSLF, IDR forgiveness, or discharge. → finology.tech
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~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. finology.tech/why-your-best-…
Branded, compliant client reports — your strategy, ready to hand over. → finology.tech
RAP, PAYE, IBR, PSLF, refi — every path side-by-side, with monthly + lifetime cost. The best option, made obvious. → finology.tech
Every federal loan, imported straight from NSLDS instantly. → finology.tech
Finology Software retweeted
There's a student loan cliff on June 30. Most advisors will miss it. Don't
Advisors: scan your book for Parent PLUS borrowers this week. Full breakdown of who's at risk + the steps: finology.tech/the-parent-plu…
Advisors: scan your book for Parent PLUS borrowers this week. Full breakdown of who's at risk + the steps: finology.tech/the-parent-plu…
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: invent.us/webinar/turnin…
Finology Software retweeted
The next evolution of financial planning extends beyond college savings, helping families navigate repayment across generations. finology.tech/the-obbb-era-m…
Finology Software has released its first integration with INVENT. finology.tech/finology-softw…
Student loan repayment is shifting to the front of the planning process. This conversation highlights why RAP and OBBB will redefine advisor workflows.
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 finology.tech/finology-softw…
Finology Software retweeted
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 finology.tech/finology-softw…
Security ✅ Workflow ✅ Long-term planning ✅ Spreadsheets aren’t enough for advisors. Finology Software delivers secure, scalable, client-ready solutions for student loan repayment planning. finology.tech/why-free-stude…
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: finology.tech/how-the-obbb-b…
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. finology.tech/finology-prici…
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. finology.tech/the-untapped-g…
Student loan repayment is back, we’re encouraging everyone to leverage the Student Loan Help Network. Stay visible. Stay informed. Serve more clients. finology.tech/finology-encou…
Student Loan Advice = Client Growth. Here’s How. finology.tech/turning-studen…
Finology Software retweeted
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...
Student loan planning isn’t optional, it’s a growth engine for advisors. 🚀 Our new guide shows how Finology Software helps your firm scale, simplify, and stand out. No spreadsheets. No credit card needed. 📘 finology.tech/the-guide-to-f… #FinTech #RIA #StudentLoans
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