Clients and borrowers are frustrated with trying to understand their options for their student loan debt. 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 through the PSLF process and optimize their benefit of working at a qualifying organization.Get Started
LoanBuddy reports are available as PDFs for inclusion in a client plan, custom branded with your firm's logo and ready to print out for your meetings. Save time using LoanBuddy reports and configure your client loan data simply.
You’ll also be added to our database of available financial advisors who are ready to take on new clients needing help managing their student loan debt.Get Started
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.
Click here to see all our features and how they can work for you.
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.