LoanBuddy for Advisors

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Software for student loan repayment planning:

  • Calculator and Reports for Loan Lifecycle 
  • Lead Generation
  • Videos for Continuing Education

About LoanBuddy

LoanBuddy offers software tools for advisors who are assisting their clients with student debt repayment planning. Our technology automatically calculates options for federal income-based repayment programs and tracks Public Service Loan Forgiveness for borrowers that qualify. Financial advisors will save time generating graphs and reports they can use to guide clients through the lifecycle of their loans. LoanBuddy has a "Member Community" of advisors that now track hundreds of millions of client student loans. Our mission is to empower advisors with solutions to help borrowers improve their financial wellness and optimize their student debt. Innovative advisors are utilizing LoanBuddy in order to better serve their clients right out of graduate programs. For advisors looking to grow, our lead generation feature routes exclusive leads, turning the initial client conversation into one that includes student debt.

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Financial Planning, Other
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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® and Schwab OpenView MarketSquare™ are services 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.