Finology Software

Three great opportunities to learn about the latest and greatest when it comes to advanced education planning later this month! Join me and Justin Peek, CFP?, CCFC?, CLTC? on March 25th at 1 PM ET for a webinar highlighting the top 5 strategies you need to know for 2025 (hosted by XYPN and the American Institute of Certified College Financial Consultants) https://lnkd.in/dUQhPfif Join me, Joe Messinger, CFP?, ChFC?, CLU?, CCFC, Alex Bottom, and Jonathan Sparling on March 27th at 1 PM ET where we will cover education funding, financial aid, and student loans (hosted by CollegeWell – Sponsor of Private College 529 Plan) https://lnkd.in/gr7RsWcz And/Or Join me for my first in-person event of the year in Austin, TX at the Investments & Wealth Institute Experience conference on April 1st where I will cover how to use advanced education planning to serve multi-generational families and retain #hnw clients! https://lnkd.in/eM7Q6NMJ

Building Something New, One Step at a Time The alpha and beta phases are where innovation takes shape and momentum builds. At Finology Software, we’ve been making incredible progress thanks to an amazing team spread across the world. As we step into Year 3, it’s all about growth. We’ve laid the foundation, learned, and iterated—always focused on supporting our users in their financial planning missions. Now, we’re driven to become the must-have technology for independent firms looking to elevate their planning and advice.

The latest enhancement is a powerful?Report Builder, delivering new custom capabilities that complement the?federal loan repayment simulations for client scenarios. https://lnkd.in/gk5M73J6

"How to actually make a difference in people's financial plans using college planning."?with Libby Greiwe?? ChFC, RICP, FIC and Ross Riskin from American Institute of Certified College Financial Consultants

"How to make a difference in people's financial plans using college planning." This is a conversation between Libby Greiwe?? ChFC, RICP, FIC and Ross Riskin worth listening to.

We are less than 30 days out from the 2024 XYPN LIVE Conference and the best Advanced Education Planning Pre-Con Workshop in the industry, which is being hosted by the American Institute of Certified College Financial Consultants! Access to this in-person 4-hour intensive workshop is only available to CCFCs and CCFC candidates, and qualifies for 3 hours of CFP Board CE credit as well. There are only a few spots remaining, so be sure to check out the link below to read the descriptions of the sessions that will be lead by myself, Joe Messinger, CFP?, ChFC?, CLU?, CCFC, Becca Craig, CFP?, CSLP?, ABA, and Alex Bottom! https://lnkd.in/eFxD99yW #xypnlive #educationplanning #financialaid #studentloans #529plans

Hey Alex Bottom, we've been busy over here this year... Thank you all for the kind words regarding my ONE YEAR ANNIVERSARY of launching Etch Financial! A lot of you reached about getting started with student loan planning, which I think is awesome! The best part of student loan planning is you really only need one tool to put together a great plan. That tool is Finology Software. Once you get the client's NSLDS file, you can begin modelling repayment and forgiveness strategies within minutes. It's one of my most-used tools in the techstack for two reasons: 1) it's super easy to use and 2) the company (Finology) is very open to advisor feedback. This feedback has allowed them model the software to make our jobs easier and maximize the value we're returning to our clients. #financialplanning #studentloans #fintech

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: https://lnkd.in/gZPKxhZc

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 WealthManagement.com

Join us live this Thursday. https://lnkd.in/gwkenHJp