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.
Core Features
Financial Planning Features
  • Accounting Integration
  • Cash Management
  • Consolidation/Roll-Up
  • Expenditure Tracking
  • Investment Management
  • Risk Management
Pricing Type
Flat Rate
Free Version
Payment Frequency
Annual Subscription
Plans & Packages
$99.00 Per Year
Customer Reviews
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Licensing & Deployment
  • Cloud Hosted
  • Web-based
  • Windows
Knowledge Base
  • Help Guides
  • Blogs
  • Case Studies
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