MUNCIE, Ind., December 16, 2021 /PRNewswire/ — Moneytree Software, LTD, an Accutech Systems Corporation company and a leading provider of cloud-based financial planning solutions, today announced the acquisition of eFinPlan, a website for to help individuals understand the importance of sound financial planning.
“At Moneytree, we recognize that improving financial well-being is an important part of advisors’ success in working with clients,” said patrick spencer, CEO of Moneytree Software. “We hope that by continuing to create an accessible resource center around the benefits of financial planning, we will help advisors emphasize the need to use financial education resources for their clients and prospects.”
eFinPlan resources include detailed information on all the factors needed to create an effective financial plan, such as life stages and relationships. eFinPlan also offers coaching to prepare them when they are ready to meet with an advisor.
“eFinPlan is delighted to join the Moneytree family,” said Kent Irwin, co-founder and former CEO of eFinPlan. “When we first launched eFinPlan in 2007, we never imagined that we would have the opportunity to see him join a company that has been successful in the market for 40 years and has a wealth of knowledge in financial services planning advisor and client needs We are confident that eFinPLAN is in good hands for this next step in eFinPLAN’s journey to help people build thriving financial plans.
The acquisition of eFinPlan demonstrates Moneytree’s broader commitments to creating a successful financial experience for advisors and their clients, helping advisors grow their business and contributing to the effective and efficient use of financial technology.
Financial planning resources are available on the eFinPlan website. For more information, please visit www.moneytree.com/.
About Moneytree Software
Moneytree Software is a pioneer in developing financial planning technology to support the vital work of financial planners and advisors. The company is focused on empowering planners and independent advisors to develop advanced mathematical tools that produce accurate and repeatable results, inspiring confidence in finance professionals and their clients. For 40 years, Moneytree has provided the financial planning and wealth management industry’s most powerful computing engine, while adding innovative technologies and user experiences that drive advisor practice growth and success. client.
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