Turning Student Loan Rule Changes Into Growth:
What You'll Learn
In this webinar, Invent and Finology Software will demonstrate how their integrated solution transforms student-loan planning from a manual, error-prone task into a streamlined, enterprise-ready workflow. Attendees will see how clean, unified household data from Invent fuels automated NSLDS ingestion, real-time IDR and PSLF analysis, and a seamless advisor experience directly inside the Invent platform.
You’ll learn how to turn recent 2025 legislative shifts into strategic growth opportunities, accelerating onboarding, improving compliance, reducing manual tasks for advisors, and creating early AUM pathways with young, high-income professionals.
With real workflows, real use cases, and real data automation, this session will show how Invent and Finology Software together deliver scalable planning capabilities, and a repeatable client-acquisition engine for RIAs and wealth management firms.
Agenda
Speakers
Who Should Attend
- Wealth management executives and firm leadership
- Financial advisors and advisory teams
- Product, operations, and technology leaders at RIAs and wealth firms
- Teams evaluating technology, data, and AI solutions for wealth management
