Overview
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.
Media
Core Features
Financial Planning Features
  • Accounting Integration
  • Cash Management
  • Consolidation/Roll-Up
  • Expenditure Tracking
  • Investment Management
  • Risk Management
Pricing
Pricing Type
Flat Rate
Free Version
No
Payment Frequency
Annual Subscription
Plans & Packages
Standard
$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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