EFE vs Private Advisory
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
EFE
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
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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.
Private Advisory
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Maintain a view of your financial life, with access to your financial data, and important documents. Stay connected with your advisory team. Your wealth reflects a lifetime of work and a vision for the future. Your wealth, your vision, and we're here with you every step.
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Verdict
The clearest difference is update cadence: EFE at every 6 weeks against Private Advisory's every 5 months. On price, ads, in-app purchases and device support there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Both are free to download. Neither carries in-app purchases, so what you see is what you pay.
EFE ships an update every 6 weeks, Private Advisory every 5 months. The most recent releases landed on October 18, 2026 and October 5, 2026 respectively.
| Parameter | EFE | Private Advisory |
|---|---|---|
| Price | Free | Free |
| Rating | 4.6 (7.6K ratings) — better | — |
| Positive reviews | 53.3% of reviews | — |
| Number of ratings | 7.6K — better | — |
| Update frequency | Every 6 weeks — better | Every 5 months |
| Ads | No | No |
| In-app purchases | No | No |
| Monetization | Ad-supported | — |
| Devices | iPhone, iPad | iPhone, iPad, iPod — better |
| Requires iOS | 16.0 | 15.6 — better |
| Further details — not scored | ||
| Size | 115 MB | 62 MB |
| Age rating | 4+ | 4+ |
| Developer | Edelman Financial Engines, LLC | Private Advisory Group LLC |
Bugs and requests
EFE
Reported bugs
3 issues- Login issues after recent app update
- Incorrect account balances displayed
- Inability to manually update liability information
Requested features
5 requests- Add ability to view historical account data and performance
- Improve syncing with external financial accounts
- Provide more customization options for retirement planning
- Include tax document access within the app
- Enhance reporting and analytics capabilities
Private Advisory
Not enough reviews yet to summarise bugs or requests.
In-app purchases
EFE
No in-app purchases
Private Advisory
No in-app purchases
