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Product Description
About this Product
- Import every federal loan via NSLDS in seconds
- Compare RAP, PAYE, IBR, PSLF & refi side by side
- Branded client reports: the plan, form & due date
About Finology Software
Finology Software is student loan and debt planning software built for financial advisors. Advisors import a client's full federal loan picture directly from NSLDS, then model and compare every repayment path — RAP, PAYE, IBR, PSLF, and refinancing — side by side on both monthly payment and lifetime cost. The platform tracks progress toward PSLF forgiveness milestone by milestone and packages each recommendation into a branded, compliant client report that lays out the plan, the form to file, and the date it's due. Finology Software holds multiple borrowers under one household, so advisors can see a family's whole picture in one place. Client data is stored and secured in the cloud with team access controls and compliance built in. Simple, advisor-friendly pricing with no per-client fees.
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Serving RIAs Since
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0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® is a service of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.