Student Loans Made Simple

Pays for itself in the time you'll save analyzing a single client case.

30 day free trial. No credit card required.



per advisor / month

Unlimited Clients

No limit to how many clients you can run reports for.

Powerful Comparison Tools

Compare prepayment, refinancing and eligibility for any federal program.

Comprehensive Student Loan Assessment

Evaluate any federal debt in seconds by uploading a MyStudentData file.

Optimized Repayment Plan

Our algorithms run simulations and accurately estimate the optimal repayment paths.

Export Printable PDFs

Build and export custom, beautiful reports in PDF format.



per advisor / month

Everything in Planner

Includes everything in Planner, plus:

Whitelabel Your Brand

Whitelabel the product to have your company logo and disclosures in every report and analysis.

Automated Loan Sync

Automatic import of client loan data - no manual entry required. Just send a link to the client and the loans sync automatically.

Case Review

At your request, our experts will review a single client case each month with you. This is particlarly helpful for more complicated repayment plans.

Zapier Integration

Seamlessly connect your scheduling software or CRM to optimize your planning workflow.



per advisor / month

Everything in Specialist

Includes everything in Specialist, plus:

Education and Training

Personalized educational series to train your advisors on the best way to approach student loans

On Call Support

You're first in line for any questions regarding federal student loan policies, refinancing or debt reduction strategies.

10 advisor minimum