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About this Product
About Finology Software
Finology Software offers web based tools for financial advisors to optimize client debt, with a primary focus on student loan debt. The platform empowers financial advisors to easily onboard loan information for continuous maintenance of client debt. The centralized system to monitor client student loans automatically generates pro forma calculations projecting payment and forgiveness amounts throughout the loan lifecycle. Advisors previously may have spent hours making these calculations, which now takes minutes.
Finology Software accommodates the specialized government repayment programs such as Public Service Loan Forgiveness (PSLF) that is available to all public sector employees and non profit organizations helping teachers and first responders. Additionally, for private loans, most notably private student debt, can easily be optimized by balance or interest rate with Finology Software.
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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® 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.