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Description
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.
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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.
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EFE FAQ
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Is EFE free?
Yes, EFE is completely free and it doesn't have any in-app purchases or subscriptions.
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Is EFE legit?
🤔 The EFE app's quality is mixed. Some users are satisfied, while others report issues. Consider reading individual reviews for more context.
Thanks for the vote -
How much does EFE cost?
EFE is free.
-
What is EFE revenue?
To get estimated revenue of EFE app and other AppStore insights you can sign up to AppTail Mobile Analytics Platform.
User Rating
4.64 out of 5
6,769 ratings in United States
5 star
5,389
4 star
771
3 star
210
2 star
103
1 star
240
Ratings History
EFE Reviews
Like the face ID
Like to see stocks closing numbers SP or Dow
Easy app
This app is great so easy to navigate it’s awesome thanks
No stars if I could award that
Despite having significant resources at Edelman and having made multiple attempts to get the app to show my account information, Edelman has proven incapable of correcting the issue. I am seriously considering moving my funds to another firm. If you cannot get the basics right, how can I trust you with the hard stuff?
User friendly
5 Stars! I usually used the Fidelity site for periodic peek. But, I love this site as well.
Weak On Performance Results
I would like to see more detailed information like performance results over 1/3/6/12 months. The articles in the education section seem dated.
Fees charged since inception
I cannot find how much you have charged me to manage my account. Where can I find that?
Great App
I do love this app and I love the services from Edelman. They were friendly and informative from the start to really get a grasp on my retirement goals. The ONLY thing I would ask to add to this app is to be able to see how each investment fund has been performing. I can see how much money I have in each investment account, but I can’t see the increase or decrease over time for each fund. It’s not detrimental, but it’s a feature that I would like and I’m sure I can’t be the only one. That might also just be the way my employer set it up. Who knows? Either way, I highly recommend the app and the services. I feel confident leaving my money in the hands of someone else, especially when I’m not the best investor on my own.
Only used it once but it seems great
This app is great! Thank you
I was Unable to access my IRA this afternoon.
The Edelman App is adequate for monitoring total assets and activity. However, the app does not offer monitoring of individual index funds that Edelman offers offers. Rory Drew
Store Rankings
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App Info
- Category
- Finance
- Publisher
- Edelman Financial Engines
- Languages
- English
- Recent release
- 3.13.0 (1 month ago )
- Released on
- Sep 4, 2016 (9 years ago )
- Also available in
- United States
- Last Updated
- 1 week ago
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