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 clients with their student loan debt. Understanding what happens over the life of the loan in a federal income-based repayment plan is complicated and LoanBuddy has made this simple through automation with our advisor-facing technology.”

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LoanBuddy Exhibits at 3rd Annual USC Demo Day

INCUBATE USC / February 12, 2019

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 Relations 2004, the creator of Demo Day and Director of USC’s Blackstone Launchpad. The Launchpad, housed at USC’s Marshall School of Business, is the leading program on campus that has advised Trojan Founded companies which have raised over $50,000,000 over the past several years.

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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 and close to 100 active local chapters. The Financial Planning Association of Michigan (FPA MI) is widely recognized as a leader in the financial planning community.

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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 version of a rolodex, holding the contact details of clients, prospects, and perhaps the company’s service providers and other key contacts, with some room to add notes to detail any recent communication with the individual.

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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 continue to generate leads. Just two years into starting his firm, he’s over halfway to his goal of reaching 70 clients. In this episode, Ryan shares his experience building his own firm, what he's done to make it such a success, and more.

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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, and wealth management, towards a new category it calls "Financial Wellness." Which is not meant to be the employer-delivered-financial-education version of a Financial Wellness program, but a more holistic adviser technology platform aiming to cover all of the relevant areas of a client's financial health, including not only planning, investments, and insurance (protection), but also credit/debt, and budgeting/cash flow as well.

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FinTech Finalists!

Jennifer Mastrud / July 24, 2017

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 planning. Loan Buddy is the fastest way to analyze a client’s student loans. Simply drop the NSLDS file into our modern software, and you will have all you need to generate a detailed analysis of your client's student loan debt. With a few clicks, you can create a beautiful PDF with your company’s branded logo on it that you can easily add to a client’s financial plan.

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