finology

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1. 9/14/2026

   Updated: best for, features, integrations, limitations, sources, summary, use cases, walkthrough

   See recorded changes

   bestFor

   Before: ["Financial advisors, CFPs, CCFCs, CSLPs, and planning-minded RIAs who want to add accurate student-loan planning to their practice without spreadsheets or guesswork."]

   After: ["Financial advisors, CFPs, CCFCs, CSLPs, and planning-minded RIAs who want to integrate student-loan planning into their services.","Advisors who need compliance-ready, client-ready reports and automated loan data import and tracking."]

   features

   Before: ["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."]

   After: ["Import NSLDS files to parse every loan, servicer, plan, and payment count automatically.","Simulate every income-driven repayment (IDR) plan side-by-side with forgiveness math, including the new 2026 Repayment Assistance Plan (RAP).","Track PSLF qualifying payments, recertification deadlines, and servicer mismatches automatically.","Generate client-ready, white-labeled PDF reports with firm branding and compliance disclosures."]

   integrations

   Before: ["Finology Software connects to tools advisors use daily and is supported by certification, training, and college-planning organizations trusted by advisors."]

   After: ["Finology Software connects with advisor tools and is supported by certification, training, and college-planning organizations trusted by advisors."]

   limitations

   Before: []

   After: ["FFEL loans are not eligible for RAP, IBR, or PSLF unless consolidated into a Direct Consolidation Loan."]

   sources

   Before: [{"url":"https://finology.tech/","label":"Student-Loan Software for Financial Advisors | Finology Software"},{"url":"https://finology.tech/product/","label":"Federal Loan Repayment Platform | Finology Software"}]

   After: [{"url":"https://finology.tech/","label":"Student-Loan Software for Financial Advisors | Finology Software"},{"url":"https://finology.tech/product/","label":"Federal Loan Repayment Platform | Finology Software"},{"url":"https://finology.tech/faq/","label":"Student-Loan Software FAQ for Advisors | Finology Software"}]

   summary

   Before: "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."

   After: "Finology Software is a financial-technology platform designed for financial advisors to manage and plan student-loan repayment for clients, including federal and private loans. It supports importing NSLDS files, simulating income-driven repayment plans side-by-side, tracking Public Service Loan Forgiveness (PSLF) progress, and generating branded client reports, all updated for the 2026 federal rules."

   useCases

   Before: []

   After: ["Financial advisors use it to add accurate student-loan planning to their practice without spreadsheets or guesswork.","Advisors track client progress toward Public Service Loan Forgiveness and optimize repayment strategies under current and upcoming federal rules."]

   walkthrough

   Before: []

   After: ["Import client NSLDS file by dragging the MyStudentData.txt file into the platform to parse loan data automatically.","Generate a client-ready PDF report with firm branding and disclosures to share repayment recommendations."]