Our technology columnist caught up with Alex Bottom and spoke with him about developments to his platform meant to help advisors with managing student debt. By Davis Janowski for Wealth Management spr.ly/60179OmGS

Last month we hosted our first Community Live showcasing the most recent improvements to the Finology Software platform. View the recording of this webinar here: finology.tech/2024/07/08/dis…

"How to actually make a difference in people's financial plans using college planning." with The Efficient Advisor and Ross A. Riskin, DBA, CPA/PFS, CCFC, MS Tax from American Institute of Certified College Financial Consultants. podcasts.apple.com/us/podcast/227…

The latest enhancement is a powerful Report Builder, delivering new custom capabilities that complement the federal loan repayment simulations for client scenarios. finology.tech/2024/10/08/del…

Finology Software founder Alex Bottom showcasing the Federal Loan Simulator and IDR Comparison tools at the Advanced Education Planning Workshop here at #xypnlive Pre-Con hosted by AICCFC Ross A. Riskin, DBA, CPA/PFS, CCFC, MS Tax

Join us on May 22nd: With millions of borrowers at risk of default, learn how to be the trusted advisor they need in our May 22 webinar. Join Ryan Galiotto CFP® CSLP® and Alex Bottom us02web.zoom.us/webinar/regist…

IBR forgiveness paused. Interest resumes on SAVE loans today. Millions of borrowers are caught off guard. Advisors must act now. 📘 What’s changing & how to help clients: “Student Loan Forgiveness Delayed, Interest Resumes” finology.tech/student-loan-f…

Student loan planning isn’t optional, it’s a growth engine for advisors. 🚀 Our new guide shows how Finology Software helps your firm scale, simplify, and stand out. No spreadsheets. No credit card needed. 📘 finology.tech/the-guide-to-f… #FinTech #RIA #StudentLoans

The next 12 months will bring major changes for millions of student loan borrowers. Advisors play a key role in helping clients navigate this evolving financial landscape. At Finology Software Finology Software, we've been quietly building tools to help advisors...

Student Loan Advice = Client Growth. Here’s How. finology.tech/turning-studen…

Student loan repayment is back, we’re encouraging everyone to leverage the Student Loan Help Network. Stay visible. Stay informed. Serve more clients. finology.tech/finology-encou…

The biggest growth opportunity for financial advisors in 2025 isn’t new AI tools, tax hacks, or even estate planning strategies. It’s student debt. finology.tech/the-untapped-g…

Advisors asked. We listened. We’re excited to announce a new monthly pricing option for Finology Software! ✅ Annual: $1,068/year ($89/mo equivalent) ✅ Monthly: $99/month Same powerful tools. More options for advisors at every stage. finology.tech/finology-prici…

Help clients tackle student debt across generations. Finology Software’s Liability Planner and Federal Loan Simulator make RAP planning clear, actionable, and professional. Explore our latest insights: finology.tech/how-the-obbb-b…

Security ✅ Workflow ✅ Long-term planning ✅ Spreadsheets aren’t enough for advisors. Finology Software delivers secure, scalable, client-ready solutions for student loan repayment planning. finology.tech/why-free-stude…

Student loan planning is expanding across wealth, tax, and multigenerational advice. I joined Rory Henry on AFO Wealth Management Forward Podcast AFO|Wealth Management Forward along with Ryan Galiotto CFP® CSLP® talking on OBBB/RAP for 2026 and Finology Software finology.tech/finology-softw…

Student loan repayment is shifting to the front of the planning process. This conversation highlights why RAP and OBBB will redefine advisor workflows.

Finology Software has released its first integration with INVENT. finology.tech/finology-softw…

The next evolution of financial planning extends beyond college savings, helping families navigate repayment across generations. finology.tech/the-obbb-era-m…

For financial advisors, this isn’t just a planning challenge. It’s one of the biggest client acquisition and engagement opportunities in the market today. Register here: invent.us/webinar/turnin…