GradFin for Financial Advisors
Our student loan platform for Financial Advisors helps your clients manage their student loans so they can start saving for the future.
How does GradFin for Financial Advisors work?
Financial Education
We work with you and your clients to assess their current loan situation.
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Real Savings
GradFin saves the average borrower over $24,000 through our multi-lender platform.
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Expert Loan Analysis
We meet with your clients to develop personalized refinancing & repayment options.
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Track Client Accounts
Financial Advisors can track their clients loan status on our secure membership pages.
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Our Experts are Ready to Assist You
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Customer Spotlight
“GradFin has not only helped me add more value to my current clients and prospects, it has rewarded me MANY more referrals. GradFin has saved my clients HUNDREDS of dollars a month on their student loans, equating to THOUSANDS of dollars a year in savings; this gives me the opportunity to find excess cash in other areas to invest and save to reach their financial goals, which my clients clearly love. Not only has GradFin saved my clients money, but they have also provided in depth options and ideas, allowing them to see that there is not only one option. I now have clients referring me to people who have never wanted to work with an advisor, and I end up getting all of their insurance and investments, due to the trust I have earned and education I have provided to them, by making GradFin a part of my practice.”
Bill Curtis, Financial Planner – Philadelphia, PA
Non-compensation disclosure: There is no financial arrangement between GradFin and any financial advisor in this referral relationship.