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