Identify your client’s optimal repayment plan based on their household information. Simply generate proforma calculations for federal Income-Driven Repayment.Try for free
Prioritize your clients’ long-term goals and identify what their post graduate payments will be for their university debt. Students considering job offers or recent grads switching companies can achieve improved financial wellness.Try for free
Centralized analytics for accessing data directly on your account dashboard.
Available as printable PDFs that are ready for your clients.
White-label and customize your reports with your firm's branding as well as adding any necessary disclaimers.Try for free
LoanBuddy includes free and low-cost educational webinars designed to promote continual learning through the lens of industry professionals, ensuring advisors have up-to-date financial planning information for student loan repayment.
Video courses are available for continuing education for CFP’s and members of AFCPE.Try for free
Connect with more potential clients and create a searchable LoanBuddy listing. LoanBuddy routes new clients to advisors, enabling new planning conversations as an excellent starting point to fulfill clients’ needs.Try for free
Tap into our large community of borrowers looking for professional advice. Grow your bussines by managing student loan debt and expand your knowledge through our training courses and enablement material.
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.
LoanBuddy is a key component of my student loan planning process by providing me with a clear, concise snapshot of a client’s student loan situation. Before, I had to sift through multiple documents and crunch the numbers by hand – the time it saves me is priceless!
Helping young professionals navigate their student loan options is critical to building a solid financial plan, so they can prudently save and invest for their future. I feel confident that LoanBuddy can help give me the tools & education I need to solidify my position as their long-term financial planner.
I used LoanBuddy to visually illustrate the differences between student loan repayment options and strategies in a presentation to a group of graduate students. It completely unlocked the depth of student loan planning for the students, many of whom came to me afterwards and said it didn’t ‘click’ for them just how much planning went into good student loan decision-making… until after I re-explained everything using LoanBuddy.