Help Clients Navigate their Student Loan Debt

LoanBuddy for Advisors delivers technology to service current students and recent graduates, guiding them on a path to long term financial wellness.

LoanBuddy
Student Loan Lifecycle Management Software
Integrations
  • LoanBuddy
  • LoanBuddy
  • LoanBuddy
  • LoanBuddy
LoanBuddy

Essential tools for the modern workforce

Repayment Calculator

Student Loan Repayment Calculator

Identify your client’s optimal repayment plan based on their household information. Simply generate proforma calculations for federal Income-Driven Repayment.

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  • Try for free
  • Revised ‘Pay As You Earn'
  • Income Based Repayment
  • Income Contingent Repayment
Scenario Planning

Scenario Planning

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.

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  • Try for free
  • Revised ‘Pay As You Earn'
  • Income Based Repayment
  • Income Contingent Repayment
Automated Reports

Automated reports

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.

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  • White Label Reports
  • Create PDFs
  • eForms
Professional Development

Professional Development

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.

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  • Education Videos
Lead generation

Lead generation

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.

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Initial client meetings about student loan debt build a financial relationship that can last a lifetime.

LoanBuddy

Become a trusted advisor in our network

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.

Check out what some of our clients are saying about us

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.

Jonathan Houk
Jonathan Houk
Wealth Impact Advisors / XYPN Member

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!

Terry Anderson
Terry Anderson
Tactical Wealth Partners

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.

Kimberly Crichton Enders
Kimberly Crichton Enders
Enders Wealth Management / FPA Member

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.

Justin Chidester
Justin Chidester
Wealth Mode FP / XYPN Member

Get started with LoanBuddy today

Make student debt easier to understand for your clients with our powerful tools.