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EFE

EFE

Your Investment Advisor

7.7K ratings
150 reviews
💰 Finance
Free

Details

Released
September 4, 2016
Updated
October 1, 2026

Features

Developer

Edelman Financial Engines, LLC
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About

Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.

✓Track retirement goal progress
✓View total portfolio and account details
✓Link outside accounts
✓View Net Worth
✓Connect with an advisor/planner
✓Review activity feed and statements
Show original description

What users say about EFE

Reviews of EFE are mixed: the Finance app is rated 4.6/5 from 7.7K App Store ratings. What users like most: user-friendly, easy to navigate. Top complaints: inconsistent data updates, limited functionality compared to website. Summarized from real user reviews.

Positive things

  • 👍User-friendly
  • 🚀Easy to navigate
  • 💡Comprehensive account information
  • 🔒Secure login process
  • 🚀Convenient mobile access

Negative things

  • 🐛Inconsistent data updates
  • 🔍Limited functionality compared to website
  • 🔍Difficulty linking external accounts
  • 🔍Lack of detailed investment performance data
  • 🔍Confusing retirement projections
See all reviews

What's New in EFE

3.18.2

October 1, 2026

* Minor bug fixes and enhancements

User reviews

Most RecentHighest RatedLowest Rated

Great app, great company

Love seeing my
accounts in one place and knowing that my advisor has it all under control.
Llbitti

Love this app…

Look at it often. Keeps me up to date with current and accurate information. An excellent support with my advisor.
Vvgjones

Great results

So far I have zero complaints. EFE has been amazing and showing a promise to early retirement.
BBertydale

Really useless

Information is to general. Somewhat useless as an app.
RRichardAPC

Principal Engineer

The app is really easy to use and navigate.
RRillh349
See 145 more reviews

User experience

🐞

Reported Bugs

3 issues

Login issues after recent app update

Bug

Incorrect account balances displayed

Bug

Inability to manually update liability information

Bug
✨

Requested Features

5 requests

Add ability to view historical account data and performance

Feature

Improve syncing with external financial accounts

Feature

Provide more customization options for retirement planning

Feature

Include tax document access within the app

Feature

Enhance reporting and analytics capabilities

Feature

FAQ

What does the EFE app do?

The EFE app helps you access your financial accounts and track progress towards your financial goals. It allows you to view your total portfolio, link external accounts, and connect with financial advisors or planners.

What are the key features of the EFE app?

Key features include tracking retirement goal progress, viewing total portfolio and account details, linking outside accounts, viewing your net worth, and connecting with an advisor or planner. Professional Management members can also review their activity feed and quarterly statements.

Is the EFE app free to use?

The provided information indicates the app has ads, suggesting it is free to download and use, with revenue generated through advertising. There are no mentions of subscription fees or paid upfront costs.

Who is the EFE app designed for?

This app is designed for Edelman Financial Engines clients and Online Advice & Professional Management members who want an easy way to access their accounts, monitor their investments, and communicate with their financial advisors.

Can I link accounts from other financial institutions?

Yes, a key feature of the EFE app is the ability to link your outside accounts. This allows you to see a consolidated view of your financial holdings and track progress towards your retirement goals more effectively.