IN THE FIELD GUIDE
finology
finology.tech
Finology Software is a financial-technology platform designed for financial advisors to manage and plan student-loan repayment for clients. It supports importing NSLDS files, simulating income-driven repayment plans side-by-side, tracking PSLF qualifying months, and generating branded client reports, all updated for the 2026 federal rules.
THE PRODUCT, BEYOND THE PITCH
Automatically researched · Not editorially reviewed · Sources checked Sep 13, 2026
A good fit for
- Financial advisors, CFPs, CCFCs, CSLPs, and planning-minded RIAs who want to add accurate student-loan planning to their practice without spreadsheets or guesswork.
Know the limitations
Not confirmed yet.
What you can do
Not confirmed yet.
Features
- IDR Simulator: simulate every income-driven repayment plan side-by-side with forgiveness math, including RAP, PAYE, IBR, ICR, and the new Standard plan effective July 1, 2026.
- PSLF Tracker: automatically count qualifying months, surface recertification windows, and flag servicer mismatches to help clients stay on track for Public Service Loan Forgiveness.
Integrations
- Finology Software connects to tools advisors use daily and is supported by certification, training, and college-planning organizations trusted by advisors.
Platforms & data export
Not confirmed yet.
THE COST FOR YOUR TEAM
Go beyond the starting price.
Published plan prices for your team size and usage. Results update as you type. Taxes, currency conversion and unlisted add-ons are excluded, and anything the source did not state is called out rather than guessed.
Known monthly subtotal
$0.00/month
1 of 1 tools could not be priced with these inputs, so this is not the full cost.
| Tool / plan | Monthly | Per year | What this assumes |
|---|---|---|---|
| No pricing recorded yet. Check the official site, or ask the owner to add it. | |||
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