publisher
category
price
Freestore
Reviews
4.3 (181)
United States
Description
Your Investment Advisor
Get the information you need to help keep you on track toward your financial goals. The EFE app (previously called the Fin Engines app) is the easiest way to access your accounts.
Are you an Online Advice & Professional Management member? Use our app to:
* View and track progress toward your retirement goal
* View your total portfolio and account details
* Link your outside accounts to your retirement goal
* Review your activity feed, quarterly statements, and plan updates (for Professional Management members only)
* Connect with an advisor
Are you an Edelman Financial Engines Client? Use our app to:
* View your total Net Worth
* View your total portfolio and account details
* Link your outside accounts
* Connect with your planner right through the app
The EFE app may not be available to all users.
Edelman Financial Engines has been named the #1 Independent Financial Advisory Firm in the nation, four years in a row.
Awarded each September between 2018 and 2021, the “Top 100 Independent Advisory Firm” rankings issued by Barron’s are qualitative and quantitative, and include assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning, and based on data within a 12-month period. Compensation paid for use and distribution of the rating. Investor experience and returns are not considered.
The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a pre-combination ranking of 12th.
Category Ranking
Review Breakdown
Screenshots
Reviews
Awesome
WILLIE DE'NIRO LONGSun, Apr 7, 2024
English
Intrusive without proper security.
Darvin RaphWed, Mar 13, 2024
English
Just the basics. It's a quick way to review accounts. Keeps logging you off if you swap screens. I don't have most of the screens that they show.
Mark SmetSun, Mar 3, 2024
English
Really doesn't let you do much, no search feature.
Steve BagadinskiSun, Dec 24, 2023
English
EFE has made me more money than I ever could have.
James CooperThu, Nov 9, 2023
English
no privacy anymore. no one should share personal information for profit.
Howard MccommonsFri, Sep 1, 2023
English
It has a good interface, but doesn't always update the accounts. More often than not it's days behind. I know the problem is with EFE app, because if I follow the links to Financial Engines from within my 401k, it's updated.
Jack O'NeillMon, Mar 20, 2023
English
Download & Revenue
About
Bundle Id
com.efe.userMin Os. Version
7.0Release Date
Fri, May 8, 2020Update Date
Wed, Apr 3, 2024Content Rating
EveryoneWhat's New
version
1712136897000updated
1 month ago* Added an Alert Center to keep clients updated on any notifications that
require their attention
* Displaying upcoming appointments for Wealth Planning clients
* Minor enhancements
Newsletter
Subscribe our newsletter and get useful information every week.
Other Finance Apps
Similar Apps
Stay Ahead of the Market with StoreSpy
Start NowNever miss opportunities
Watch your competitors closely
Start boosting your app right away