Product Features

Financial Advisor Software For Student Loan Repayment Analysis

Payment Options

Present financial comparisons of all of the student loan repayment options including standard term and all Income Based plans: REPAYE, ICR, PAYE, and Extended repayment.

Key Elements

Import your client’s student loan data direct from the NSLDS site. Create income based repayment plans based projected income and other factors.

Target Audience

The software and our advisor training programs help you target an audience that needs help choosing their repayment plan and modifying it as their finances change.

Client Strategy

Use the analysis and comparision features to help your client implement their ideal repayment strategy based on income and other factors. Calculate the tax effects of a loan forgiveness option.

All You Need For Student Loan Financial Advising

Cloud based software allows you to advise clients by phone, in your office, or anywhere you have an Internet Connection. Use this with our knowledge-building student loan advisory training program.
Import student loan data from NSLDS to your client analysis

NSLDS Student Loan Data

Make student loan analysis easy using the loan data import feature. Get all of their current student loan data direct from the NSLDS web site. Refresh the data on demand.

Student Loan Repayment Forecasting

The repayment analysis system allows you to enter income and other financial forecasting data. Projected income entries for future years and family planning numbers help you provide more accurate repayment plans.
Financial Advising for Student Loan Clients

Simple Pricing: $5/client based on annual billing. We cap your fee at $100/month.

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