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Finology Software
Student loan planning software for financial advisors
Table of Contents
Finology Software - 2026 Pricing, Features, Reviews & Alternatives
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Last updated: July 2026
Finology Software overview
What is Finology Software?
Finology Software gives financial advisors a complete workflow for federal student loan planning.
Import: parse a client's NSLDS file from studentaid.gov into loan balances, servicers, interest rates, and qualifying payment counts in seconds. No manual entry.
Model: simulate repayment strategies side by side, including PAYE, IBR, ICR, and the new Repayment Assistance Plan (RAP), with lifetime cost, forgiveness amount, and tax impact for each scenario. Calculations are maintained as federal rules change.
Track: monitor PSLF 120-payment progress with employment certification and buyback flags, plus deadline alerts.
Deliver: generate client-ready reports under your firm's own branding.
Cloud-based and browser-accessible with no installation. Built for solo RIAs, planners at broker-dealers, and college planners who need correct numbers fast. Direct support from the founding team by email and in-app chat. Plans start at $99/month with a 7-day free trial, no credit card required.
Starting price
per month
Finology Software’s user interface
Finology Software reviews
Overall rating
No reviews
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend0.00/10
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Finology Software's key features
Most critical features, based on insights from Finology Software users:
All Finology Software features
Finology Software pricing
Pricing plans
Pricing details:
Enterprise Plan
No pricing info
Features included:
- Designed for firms with 10+ advisors (e.g., RIAs, broker-dealers)
- Co-branded report templates
- Onboarding assistance
- Single sign-on (SAML SSO)
User opinions about Finology Software price and value
Value for money rating:
Finology Software integrations (1)
Top integrations
Finology Software support options
Typical customers
Platforms supported
Support options
Training options
Finology Software FAQs
Finology Software has the following typical customers:
Small Business, Mid-size Business, Large Enterprises, Freelancers
Q. What level of support does Finology Software offer?
Finology Software offers the following support options:
Email/Help Desk, Chat, FAQs/Forum, Knowledge Base