# EFE vs Private Advisory

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.

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.

## The numbers

| Metric | EFE | Private Advisory |
| --- | --- | --- |
| Price | Free | Free |
| Rating | **[4.6 (7.6K ratings)](https://appshunter.io/ios/app/efe/id1130545630/reviews)** | — |
| Number of ratings | **7.6K** | — |
| Positive reviews | 53.3% of reviews | — |
| In-app purchases | No | No |
| Ads | No | No |
| Update frequency | **Every 6 weeks** | Every 5 months |
| Monetization | Ad-supported | — |
| Size | 115 MB | 62 MB |
| Requires iOS | 16.0 | **15.6** |
| Devices | iPhone, iPad | **iPhone, iPad, iPod** |
| Age rating | 4+ | 4+ |
| Developer | [Edelman Financial Engines, LLC](https://appshunter.io/developer/1090148019) | [Private Advisory Group LLC](https://appshunter.io/developer/1505834295) |

## What reviewers say

### EFE

[App page](https://appshunter.io/ios/app/efe/id1130545630)

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.

**Highlights:** 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

**Features:** macOS Compatibility

**In-app purchases:** none

**What reviewers like**

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

**What reviewers complain about**

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

**Reported bugs**

- Login issues after recent app update
- Incorrect account balances displayed
- Inability to manually update liability information

**Requested features**

- 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

[App page](https://appshunter.io/ios/app/private-advisory/id1505834296)

**Features:** macOS Compatibility, Vision Pro support

**In-app purchases:** none


## Frequently asked questions

### Is EFE free?

EFE is free to download, with no in-app purchases.

### Is Private Advisory free?

Private Advisory is free to download, with no in-app purchases.

### Do EFE or Private Advisory have ads?

Neither EFE nor Private Advisory shows ads.

### Which is updated more often, EFE or Private Advisory?

EFE ships an update every 6 weeks, and Private Advisory every 5 months. Most recently, EFE was updated on October 18, 2026 and Private Advisory on October 5, 2026.

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*Compared by [AppsHunter](https://appshunter.io/) from daily US App Store data. Review summaries are generated from verbatim App Store reviews.*