EFE

EFE

Your Investment Advisor

⭐️4.6 / 5
Rating
🙌5.7K
Ratings
📼8 scs
Content
📦~ in 2 months
Updates frequency
🗣❌ unsupported
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All Versions of EFE

3.8.0

June 25, 2024

* View account details, deposit, and withdraw funds from Ready Cash high-yield savings account * Minor enhancements and bug fixes
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3.7.0

April 5, 2024

* Added an Alert Center to keep clients updated on any notifications that require their attention * Displayed upcoming appointments for Wealth Planning clients * Minor enhancements
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3.6.0

January 31, 2024

* Supporting manual addition of Investment and Cash accounts for Edelman Financial Engines clients * Updated Retirement Goal experience for Online Advice and Professional Management clients * Added a Welcome experience for all clients * Minor enhancements
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3.5.0

October 26, 2023

* Improved retirement goal planning experience * Added support for retired users * Minor enhancements
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3.4.1

September 7, 2023

Minor enhancements and bug fixes

3.4.0

July 20, 2023

* Updated Overview and Retirement Goal experiences for Online Advice and Professional Management members * Minor enhancements
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3.3.0

April 11, 2023

* Optimized the login flow * Minor enhancements and bug fixes

3.2.0

January 31, 2023

* Added support for enrollment into Income Beyond Retirement for the eligible Professionally Managed clients * Minor enhancements
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3.1.0

October 11, 2022

* Added choice flow for prospect users * Minor UI enhancements

3.0.0

June 23, 2022

* Added support for Novant * Renamed the app to EFE * Minor enhancements
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Price History of EFE

Description of EFE

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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EFE: FAQ

Can EFE be used on an iPad?

Yes, EFE can be used on an iPad.
The app was developed by Edelman Financial Engines, LLC.
The minimum supported iOS version for the EFE app is iOS 15.0.
EFE has an excellent rating of 4.6 out of 5.
The Primary Genre Of The Efe App Is Finance.
3.8.0 is the current version of EFE.
The most recent update for EFE was released on July 1, 2024.
The release date of the app was on February 5, 2023.
Suitable for children aged 4 and up, contains no objectionable material.
You can use the EFE app in American English.
No, EFE is not on Apple Arcade.
No, EFE does not integrate in-app purchases for users.
No, EFE does not support compatibility with Apple Vision Pro.

Screenshots of EFE

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ipad

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Reviews of EFE

  • Updated version

    Don’t like the change where I have to click twice to get into my account instead of just going right to the app via Face ID on my IOS devices. It appears as advertising. I have had an account for over 20 years so I don’t need to be prompted to get started. There’d be no reason for anybody to download the app just to establish a relationship with the firm. EFS already has a robust website hawking all its services. Just my two cents FWIW. The app otherwise is fine-no complaints other than as stated. I was inquiring about an app with my advisor for a long time before it came to fruition. I’m glad it finally materialized.
  • Updated version

    Don’t like the change where I have to click twice to get into my account instead of just going right to the app via Face ID on my IOS devices. It appears as advertising. I have had an account for over 20 years so I don’t need to be prompted to get started. There’d be no reason for anybody to download the app just to establish a relationship with the firm. EFS already has a robust website hawking all its services. Just my two cents FWIW. The app otherwise is fine-no complaints other than as stated. I was inquiring about an app with my advisor for a long time before it came to fruition. I’m glad it finally materialized.
  • Updated version

    Don’t like the change where I have to click twice to get into my account instead of just going right to the app via Face ID on my IOS devices. It appears as advertising. I have had an account for over 20 years so I don’t need to be prompted to get started. There’d be no reason for anybody to download the app just to establish a relationship with the firm. EFS already has a robust website hawking all its services. Just my two cents FWIW.

    The app otherwise is fine-no complaints other than as stated. I was inquiring about an app with my advisor for a long time before it came to fruition. I’m glad it finally materialized.