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Simply Paraplanner Partners with LoanBuddy for Education on Student Loan Repayment

LoanBuddy for Advisors – the market-leading software for financial advisors managing student loan debt repayment planning – has established a new partnership with Simply Paraplanner. LoanBuddy and Simply Paraplanner have committed to improving the education and technology resources for paraplanners for student loan repayment. Through this partnership, LoanBuddy and Simply Paraplanner are expanding capabilities to reinforce a commitment to developing the best processes for growing firms.

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Recent Posts
CARES Act Update
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CARES Act Update
LoanBuddy Integrates with Redtail
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LoanBuddy Integrates with Redtail
COVID-19 Update
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COVID-19 Update
LoanBuddy Supports Latest NSLDS Transition By Department of Education
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LoanBuddy Supports Latest NSLDS Transition By Department of Education
LoanBuddy

Latest in the world of LoanBuddy

Simply Paraplanner Partners with LoanBuddy for Education on Student Loan Repayment

LoanBuddy for Advisors – the market-leading software for financial advisors managing student loan debt repayment planning – has established a new partnership with Simply Paraplanner. LoanBuddy and Simply Paraplanner have committed to improving the education and technology resources for paraplanners for student loan repayment. Through this partnership, LoanBuddy and Simply Paraplanner are expanding capabilities to reinforce a commitment to developing the best processes for growing firms.

Read more

CARES Act Update

Over the past few weeks, changes have been fast moving and there is convergence of what borrowers want to happen and what will actually happen. Three relief measures have been announced since the start of the COVID-19 pandemic by both the White House and the U.S. Department of Education. In that interim of announcements there was a bit of confusion on what information your clients were reading online regarding these benefits and what kind of federal loans are eligible. Additionally, private education loan borrowers are seeking some relief, too.

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LoanBuddy Integrates with Redtail

LoanBuddy for Advisors expands its growing number of integrated partners with Redtail — a cloud-based CRM that helps financial advisors strengthen client relationships and improve workflow efficiency by creating consistent, accurate data across platforms.

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COVID-19 Update

Amid the uncertainty surrounding the COVID-19 pandemic, knowing how to plan for the future is incredibly challenging. Since maintaining your own health and your family’s has been the priority, everything else took a backseat, substantial discussions regarding the financial impact of COVID-19 have now emerged.

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LoanBuddy Supports Latest NSLDS Transition By Department of Education

The much-anticipated transition from NSLDS to StudentAid.gov is causing some initial borrower challenges, including some confusion about how to find their loan information. This may impact some of your clients and LoanBuddy for Advisors now supports this update and has enhanced our processes to streamline advisor activities.

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LoanBuddy Integrates with Plaid

LoanBuddy is pleased to announce its latest enhancement to its innovative technology that provides tools to Financial Advisors, LoanBuddy for Advisors, is now integrated with Plaid, a data network powering the fintech tools that millions of people rely on to improve their financial lives.

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Learn How To Advise Clients on Student Loans in Just a Few Hours

The Student Loan Practice, a course of comprehensive educational materials, helps advisors implement student loan repayment planning into their practice.

Developed by Ryan Galiotto, CFP at Fields Financial Services in Hopwood, PA and Founder of The Student Loan Practice, who was recently featured in the Journal of Financial Planning. This resource includes 62 invaluable lessons so advisors can master the fundamentals of student loans.

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LoanBuddy 2019 Year in Review

2019 was truly a remarkable year. All of us at LoanBuddy are proud to highlight some of our development achievements and community growth that have collectively been accomplished in order to better serve individuals with student debt.

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LoanBuddy Debuts Powerful New Dashboard for Financial Advisors Managing Client Student Debt

LoanBuddy — the leading solution for financial advisors working with client student debt — has released its newest upgrade, transforming the entire platform. Over the past year, LoanBuddy Members utilizing the Dashboard got the job done, but the Dashboard was a little basic. Now, the LoanBuddy Dashboard has been overhauled to become more user-centered. After careful consideration of feedback, LoanBuddy has brought its software to a new level of simplicity and efficiency while continuing to build towards the future.

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How To Grow Your Business with LoanBuddy’s New Find An Advisor Feature

To directly help the 43 million Americans who are currently dealing with student loan debt, LoanBuddy has launched new Student Loan Assistance tools; simple and easy-to-use technology that helps college graduates understand their options for student loan debt. With the launch of the new borrower-focused platform, LoanBuddy is now helping financial advisors get introduced to these individuals with a clear avenue to connect with them.

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LoanBuddy Launches Application to Help Borrowers Manage Student Loans and Connect with Financial Advisors

Forty-three million Americans – that is, one in three American workers – struggle with student loan debt. Over the last decade, the average student loan balance has doubled to $38,000 per graduate. By 2023, outstanding student debt will be more than $2 trillion.

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Sharing the Spotlight with Cameo Roberson from Atlas Park

Atlas Park helps financial advisors who are successful, but the day-to-day operations has gotten complicated and they want to simplify. Cameo works best with financial advisors who are struggling to keep it all together and overwhelmed by client service that they can’t dedicate time to build systems to scale and accelerate growth.

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LoanBuddy Video Courses Available for Five Hours of CFP Board Continuing Education Credit

Now available in the LoanBuddy Education Tab, five hours of continuing education granted by the CFP Board.

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LoanBuddy User Community Touting Software

We are pleased to showcase the enthusiastic support from our Members and deliver tools that empower Advisors to provide better service to their client’s.

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Educational Student Loan Videos Now Available

Is it December already? Time flies when you are focused on building new features! In October you saw that LoanBuddy passed $50,000,000 in student loan debt on our platform as well as debuting our new enhancement at the XYPN Conference in St. Louis

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Join the LoanBuddy Beta

We are so thrilled to see so many people now using Loan Buddy! We are proud to say we have a couple dozen in our growing community.

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How a Philly millennial couple paid off $150K in student loans, ahead of schedule

How a Philly millennial couple paid off $150K in student loans, ahead of schedule

Alex Bottom of Los Angeles, co-founder of LoanBuddy.us, says the “We are empowering financial advisors and CFPs, certified financial planners, with technology to help their […]

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LoanBuddy Exhibits at 3rd Annual USC Demo Day

LoanBuddy Exhibits at 3rd Annual USC Demo Day

LoanBuddy Co-Founder, Alex Bottom Dornsife Economics 2003 and member of the Economics Leadership Council joined the day to support his brother James Bottom Dornsife International […]

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LoanBuddy sponsored the 2018 FPA of Michigan Fall Symposium

LoanBuddy sponsored the 2018 FPA of Michigan Fall Symposium

The Financial Planning Association® (FPA®) is one of the largest, most active, and most sophisticated financial professional groups in the country with approximately 24,000 members […]

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New Southern California Ed-Tech Accelerator Seeks Diverse, Global Reach - October 2018

New Southern California Ed-Tech Accelerator Seeks Diverse, Global Reach – October 2018

A new program at the University of Southern California will bring together education and engineering faculty to support startup ed-tech companies–with a big focus on […]

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The Latest In Financial Advisor #FinTech (October 2018)

The Latest In Financial Advisor #FinTech (October 2018)

Is Salesforce Financial Services Cloud Growing Away From The RIA/IBD Community? In the early days of computers, “CRM software” was little more than an electronic […]

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The Latest In Financial Advisor FinTech — June 2018

The Latest In Financial Advisor FinTech — June 2018

This month’s edition kicks off with the buzz from the Envestnet Advisor Summit… that Envestnet is shifting from a focus on investment management, financial planning, […]

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Going All In On a Niche Can Lead to Explosive Growth - The Career of Ryan Inman

Going All In On a Niche Can Lead to Explosive Growth – The Career of Ryan Inman

Completely focused on his niche, Ryan provides a ton of awesome content for physicians through his blog, podcast, different Facebook groups, and more—all of which […]

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FinTech Finalists!

FinTech Finalists!

Loan Buddy is a brand new financial technology platform with a focus on providing solutions for advisors who want to be pioneers in student loan […]

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