About eFinPlan

eFinPLAN is comprehensive financial planning software for all type of individuals. For the first time it is easily accessible for the regular consumer to have access to low-cost financial planning. eFinPLAN also provides custom applications for financial institutions including credit unions, banks, retirement plans, employer provided financial wellness programs and employee benefits.

At a glance

Software information

Industries served, licensing and the support eFinPlan provides.

Licensing

Annual Subscription

Support

Email
Online (Ticket)

Training

Help Guides
Blogs
Case Studies

Knowledge Base

Help Guides
Blogs
Case Studies

No reviews submitted yet.

Be the first one to review

Capabilities

eFinPlan features

The full feature set, grouped by module.

Financial Planning Software

Accounting Integration
Cash Management
Consolidation/Roll-Up
Expenditure Tracking
Investment Management
Risk Management

Plans

eFinPlan pricing

Price Type

Year

Free Version

Payment Frequency

Annual Subscription

Vendor pricing page

Standard$99.00 / year

Media

Screenshots & video

This profile is not fully claimed

Do you own or represent eFinPlan? Verify your business email to claim and manage this Goodfirms profile.

Request claim