Finology Software Reviews & Product Details

Finology Software is student loan planning software for financial advisors. Advisors import a client's NSLDS file from studentaid.gov to get the full federal loan picture in seconds, then model repayment strategies side by side, including PAYE, IBR, ICR, and the new Repayment Assistance Plan (RAP), with lifetime cost, forgiveness, and tax impact for each path. Public Service Loan Forgiveness tracking monitors 120-payment progress with employment certification and buyback flags. Finished analyses become client-ready reports under the firm's own branding. Built for solo RIAs, planners at broker-dealers, and college planners.