eFinPlan
A simple approach to a strong financial future.
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.
Licensing & Deployment
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Cloud Hosted
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Web-based
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Windows
Knowledge Base
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Help Guides
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Blogs
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Case Studies
Media
eFinPlan Core Features
Focus of Financial Planning Feature
- Accounting Integration
- Cash Management
- Consolidation/Roll-Up
- Expenditure Tracking
- Investment Management
- Risk Management
eFinPlan Pricing
Pricing Type
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Flat Rate
Free Version
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No
Payment Frequency
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Annual Subscription
Plans & Packages
Standard
$99.00 Per Year
eFinPlan Reviews
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