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Sophisticated and intuitive tools for student loan repayment planning
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Powerful calculator to generate student loan repayment scenarios
Product Description
About this Product
Comprehensive tools for navigating client student loan repayment planning:
- Simplify student loan debt management for financial advisors.
- User-friendly interface with powerful tracking and management tools
- Generates pro forma calculations projecting payment and forgiveness amounts
About Finology Software
Finology Software provides a cutting-edge solution for student loan repayment planning. The platform offers an innovative set of tools that help financial advisors streamline their client loan data onboarding process, create automated analytics, simulate federal income driven repayment plans, and track progress towards completion of specialized programs like Public Service Loan Forgiveness(PSLF). Finology Software's mission is to empower organizations with sophisticated advance-financial planning tech and intuitive functionality in order to better serve college graduates and empower the users of its platform to deliver on their own financial wellness enterprises.
Product Details
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Serving RIAs Since
Discount for Schwab Clients?
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.