LoanBuddy empowers Certified Financial Planners with tools to generate reports that make the student loan planning portion of a client plan, simple. Our technology enables a CFP to save precious time during the initial client meetings and calculating student loan projections.
St. Louis — It brings us great pleasure to be writing this blog, as we release a powerful new version of LoanBuddy at XYPN Live a conference attended by over 700 Financial Planners. LoanBuddy was previously in the FinTech Competition in 2017 and now a year later has released its most comprehensive enhancement to date, led by a student loan repayment calculator.
When were first debuting LoanBuddy in beta we had a free trial that began on April 25th and it was way more popular than we anticipated. We were hoping for a few people to help us test out our software and confirm what we thought was a good idea for our roadmap.
We hope you have enjoyed early access to LoanBuddy! Now that you have had a chance to start utilizing LoanBuddy in beta, we want to extend a special invitation to officially make all of our free trial and new users to become Founding Members. As of today, there are over 100 LoanBuddies and we couldn’t be more excited!
Some days are bigger than others… and today was one of those days… you don’t just get a thrill like this very often, we are talking Star Wars level of fan boy here… so much so we are going to change our logo and marketing to remove the space between Loan and Buddy and just be LoanBuddybecause that’s they way Michael Kitces typed it…