Moneytree Software Acquires Financial Planning Hub eFinPlan

MUNCIE, Ind., Dec 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 designed to help individuals understand the importance of sound financial planning.

“At Moneytree, we understand that improving the financial wellbeing of a consultant is a huge part of the success of working with clients,” said Patrick Spencer, Managing Director 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 provide detailed information on all of the factors necessary to create an effective financial plan, such as life stages and relationships. eFinPlan also offers coaching to prepare you for the interview with a consultant.

“eFinPlan is excited to be part of the Moneytree family,” said Kent Irwin, Co-Founder and Past President and CEO of eFinPlan. “When we first launched eFinPlan in 2007, we never imagined that we would have the opportunity to join a company that has been in the market for 40 years and has extensive knowledge of finance Planning needs from consultants and customers alike. We are confident that eFinPLAN is in good hands for this next step on eFinPLAN’s path to creating successful financial plans. “

The acquisition of eFinPlan demonstrates Moneytree’s broader commitment to delivering a fruitful financial experience to advisors and their clients, helping advisors grow their business, and supporting the effective and efficient use of financial technology.

Financial planning resources can be found on the eFinPlan website. Please visit www.moneytree.com/ for more information.

Via 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 independent planners and consultants to develop mathematically advanced tools that deliver accurate, repeatable results and instill the trust of both financial professionals and their clients. Moneytree has 40 years of experience providing the most powerful calculation engine in the financial planning and wealth management industry while delivering innovative technology and user experiences that lead to growth in consultancy practice and client success.

Media contact:
BLASTmedia on behalf of Accutech Systems
Erin McCreadie
[email protected]
317.806.1900 ext. 179

SOURCE Accutech

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