# Finology Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Finology Software - reviews, pricing plans, popular comparisons to other Loan Servicing products and more.

Source: https://www.capterra.com/p/10046435/Finology-Software

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# 

 Finology Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on July 6, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)

Finology Software

## What is Finology Software?

Finology Software is a student-loan-lifecycle platform for financial advisors to manage federal student loan planning. It streamlines client data import, repayment strategy modeling, and report delivery, parsing MyStudentData files from studentaid.gov to extract loan histories, servicer details, interest rates, and payment counts in seconds, eliminating manual entry. The income-driven repayment simulator models plans like PAYE, IBR, ICR, and Repayment Assistance Plan, allowing advisors to run up to four scenarios with real-time updates based on income, family size, and forgiveness assumptions. It calculates lifetime costs, forgiveness amounts, and tax implications for each strategy. Public Service Loan Forgiveness tracking monitors 120-payment progress, generates Employment Certification Forms, and flags buyback eligibility. White-labeled reports include firm branding, scenario comparisons, and actionable steps, ensuring compliance and accuracy as federal regulations evolve.

## What is Finology Software used for?

[Loan Servicing](https://www.capterra.com/loan-servicing-software/)

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

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Neutral

\-

Negative

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Starting price

$99

Per User, Per Month

Free trial  
available

Includes Free Version

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Do you work for Finology Software?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://finology.tech/&name=Finology Software)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Activity Tracking

Track and document all activities across devices, networks, and other systems

Borrower Management

Searchable database of information about loan borrowers

Contact Management

Manage, organize, and store contact information

Data Import/Export

Import and export data to and from software applications

Data Security

Protect sensitive data for digital privacy

Finology Software 8 features

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Searchable database of information about loan borrowers

Manage, organize, and store contact information

Import and export data to and from software applications

Protect sensitive data for digital privacy

Store, manage, and track all electronic documents in a centralized location

Type of loan designed to help students pay for post-secondary education and associated fees

## Pricing

Free Trial

Base Plan

$99.00

Per User,Per Month

It includes:

-   Unlimited active clients
-   Unlimited scenarios and reports
-   NSLDS Drop import + bulk parser
-   IDR Simulator (PAYE/IBR/ICR/RAP)
-   PSLF tracker with deadline alerts
-   Branded PDF reports (with your firm’s logo)
-   1 advisor seat, unlimited clients
-   7-day free trial, no credit card required

## Integrations

[

Plaid](https://www.capterra.com/p/174384/Plaid/)[

Invent](https://www.capterra.com/p/10033495/Invent/)

## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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