eFinPLAN

eFinPLAN is a consultancy that offers software solutions for a wide range of custom financial planning to improve financial situations. Put simply, it is about managing your IT, from help desk to infrastructure, as an outside partner.

Who is it for? Mostly small and mid-sized companies. They also list Advice, Consulting and Financial Services, so expect those to show up in the feature set. They are a very small team, 1 to 10 people, which usually shapes who they work with. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

eFinPLAN is based in Muncie, Indiana and founded in 2007. Their site is efinplan.com.

Before you commit, look at response SLAs, onboarding, and what is billed per hour. A short pilot with your real data tells you more than any demo.

The facts above come from public company records. The score will come from people like you. Used eFinPLAN? Rate it.