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.


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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images 43 million

The number of people in the USA with student debt.


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


Time Savings


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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Try out LoanBuddy!

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


$60 / mo.

For independent financial advisors.

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$600 / year

Save $120 a year from the monthly plan.

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$30 user / mo.

For organizations with ten or more advisors.

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Each subscription comes with a 30 day trial