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.
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.
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.
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.
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.
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.
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.
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.
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.
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.