eFinPlan

A simple approach to a strong financial future.

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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.
eFinPLAN

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LICENSING & DEPLOYMENT

  • Cloud Hosted
  • Web-based
  • Windows

Knowledge Base

  • Help Guides
  • Blogs
  • Case Studies

eFinPlan Core Features

Financial Planning

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

eFinPlan Pricing

Pricing Type

  • Flat Rate

Free Version

  • No

Payment Frequency

  • Annual Subscription

Plans & Packages

Standard
$99.00 Per Year

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