Student Loan Analysis Software for Financial Advisors

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LoanBuddy technology empowers financial advisors with tools and education to better serve their clients with student loans.

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The total amount of student debt in the USA.

$1.6 trillion

Student Loan Lifecycle

Analyze Federal Income-Based Repayment Programs

Clients and prospects are challenged with understanding their options for their student loan. Manage client loan data with our calculator and provide a roadmap with their pro forma income while enrolled in Federal Income-Based repayment programs.

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For Client's Working at Nonprofits

Tracking Public Service Loan Forgiveness

LoanBuddy technology helps you monitor your client's progress in PSLF and optimize their benefit of working at a qualifying organization.

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The number of people in the USA with student debt.

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The average student loan balance per person has doubled over the last decade.

$38,000

Time Savings

Reporting

LoanBuddy reports are available as PDFs for a client plan, custom branded with your firm's logo and ready for your meetings. Save time using LoanBuddy reports and configure your client loan data simply.

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LoanBuddy is the leader in student loan lifecycle software for financial advisors.
Make student debt easier to understand for your clients with our powerful tools.

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Hear what our customers are saying

From Dev Thompson - The Lifter's Advisor

Dev Thompson

The Lifter's Advisor

Most people believe they're stuck being buried with their current student loan payment; a tool like LoanBuddy allows me to show my clients simply and efficiently that isn't the case, they do have options and we can easily explore those.

Jonathan Houk - Wealth Impact Advisors

Jonathan Houk

Wealth Impact Advisors / XYPN Member

LoanBuddy does an incredible job simplifying the complexity of student loan analysis. What used to take me hours to research and analyze now only takes me a few minutes. It has greatly improved how I can help clients with their loans and has helped cemented my role as their long-term planner. LoanBuddy is an invaluable tool for me and my clients. It does a wonderful job simplifying complexity for my clients while still having the robust tax integration I want. For the first time I have a student loan tool I trust.

Our Pricing

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Monthly

$60 / mo.

For independent financial advisors.

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Yearly

$600 / year

Save $120 a year from the monthly plan.

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Enterprise

$30 user / mo.

For organizations with ten or more advisors.

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