No matter what size your firm currently is you can optimize your costs with scaleable subscription plans.
Adding an assistant is easy for $15 a month or an additional advisor for $30. Centralized billing and unlimited client accounts give you room to grow you business.
Add up to 10 advisors within your firm.
Save $120 when you sign up for the yearly plan.
For organizations with 10 or more advisors.
All our subscription packages come with a 30 day free trial.
LoanBuddy for Advisors — helping you onboard more clients, simply review necessary loan data and provide insightful analysis.
Loan data entry can be onboarded with easy to follow steps for your client and the calculator streamlines data analysis. Optimize workflows to give more time for strategy with our scalable technology.
Organize client student loan data in one in place to establish a clear picture for borrowers to view their school loans. Securely store all your important client’s student debt data with LoanBuddy.
Help clients who work at qualifying organizations monitor their on-time payments and progress with our tools. Ensuring these individuals receive their federal benefit.
Generate client-ready reports and create a comprehensive student loan repayment plan. Simple to read graph forecasting the loan lifecycle by repayment plan and prepare for any loan-end tax obligations.