Best Edelman Financial Engines Apps

200+ iOS apps curated and reviewed

4.4 avg rating
20 free apps
Updated May 2026

Whether you're new to edelman financial engines or looking for an upgrade, our curated collection of 200+ iOS apps has something for everyone. Each app is reviewed and rated by real users, helping you make an informed decision.

Top Picks for Edelman Financial Engines

EFE#1

EFE by Edelman Financial Engines, LLC

Your Investment Advisor
Editor's Choice
πŸ’° Finance
4.6😐(7.3K ratings)
FreeAds
EFE screenshot 1
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EFE screenshot 4
EFE screenshot 5
EFE screenshot 6

Access your account information quickly and easily with EFE, your personal investment advisor. Stay on top of your financial goals and track your progress effortlessly. Download now for seamless account management.

What We Love

  • πŸ‘ User-friendly
  • πŸš€ Easy to navigate
  • πŸ’‘ Comprehensive account information
  • πŸ”’ Secure login process

Room to Improve

  • πŸ› Inconsistent data updates
  • πŸ” Limited functionality compared to website
  • πŸ” Difficulty linking external accounts
Vanguard: Save, Invest, Retire#2

Vanguard: Save, Invest, Retire by The Vanguard Group, Inc.

Investing, Advice, Retirement
Strong Contender
πŸ’° Finance
4.6😞(177K ratings)
FreeAds
#56in Finance
Vanguard: Save, Invest, Retire screenshot 1
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The Vanguard app provides easy mobile investing and account management with features like tracking account performance, making trades, and accessing support. Stay on top of your investments and financial goals conveniently from your mobile device.

What We Love

  • πŸš€ Comprehensive investment app
  • πŸ€– Exceptional way to recover lost funds
  • πŸ‘ Majestic interface
  • πŸ€‘ Best financial app

Room to Improve

  • πŸ•°οΈ Long wait times for customer service
  • πŸ› Inconsistent functionality
  • 🀯 Worthless app
Ameriprise Financial#3

Ameriprise Financial by Ameriprise

Worth Considering
πŸ’° Finance
4.9😊(37K ratings)
Free
Ameriprise Financial screenshot 1
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Access financial information, connect with your advisor, track progress, view accounts, collaborate securely, and complete tasks all in one place with the Ameriprise Financial app. Make informed financial decisions and manage your portfolio on-the-go. Visit the website for more information on privacy and security.

What We Love

  • πŸ‘ Fantastic relationship
  • πŸ‘ Very confident with portfolio management
  • πŸ‘ Everything in one place
  • πŸ‘ Family-friendly

Room to Improve

  • πŸ› 2FA required every time with Face ID
  • πŸ› Graphs and holdings information not user-friendly
  • πŸ› Total View lags and shows incorrect balances

More Edelman Financial Engines apps to explore

4
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Wealthfront: Save and Invest
Saving, investing, stocks.
Free

An application for saving, investing, and trading in stocks with high interest rates for cash savings, automated portfolio management for low-risk bond ETFs, personalized automated index fund investments, and commission-free stock investing. It offers a streamlined approach to managing finances and building wealth in one place. Start managing your finances smarter today!

πŸ’° Finance
(17K)
5
Betterment Invest & Save Money
Betterment Invest & Save Money
Betterment Invest & Save Money
Investments & Cash Accounts
Free

An innovative investment platform designed to help users grow their wealth through automated investing, personalized advice, and goal-based strategies. Start investing smarter today for a more secure financial future.

πŸ’° Finance
(62K)
6
Freedom Clock: Plan Your Life
Freedom Clock: Plan Your Life
Freedom Clock: Plan Your Life
See When Work Becomes Optional
Free
πŸ’° Finance
(4)
7
Edward Jones
Edward Jones
Edward Jones
Track your goals on-the-go
Free

Track your financial goals on-the-go with our app! Easily view account details, track goal progress, message your team, deposit checks, and more, all with built-in security features.

πŸ’° Finance
(129K)
8
Titan: Your Investment Team
Titan: Your Investment Team
Titan: Your Investment Team
Investing, Wealth Management
Free

Titan is a comprehensive wealth platform that offers free net worth tracking, the ability to benchmark against peers, trade and invest with no fees, and access advanced investment products. With a focus on providing a smarter approach to investing, users can manage their entire financial picture in one place, including individual stock trading, professional investment management, and alternative investment options. Download the app to start tracking your net worth for free and take control of your finances seamlessly.

πŸ’° Finance
(7K)
9
Compound Interest Calc
Compound Interest Calc
Compound Interest Calc
Plan | Invest | Retire
Free

This application helps users plan, invest, and retire by calculating the future value of their investments using a predictive formula based on compound interest. Start investing today to potentially become a millionaire in the future!

πŸ’° Finance
(220)
10
Astor: AI Investment Advisor
Astor: AI Investment Advisor
Astor: AI Investment Advisor
Talk to your investments
Free
πŸ’° Finance
(192)
11
Osaic Events
Osaic Events
Osaic Events
by Osaic, Inc.
Free

Connect, learn, and grow with exclusive meetings and events designed for independent financial professionals, featuring customizable agendas, networking opportunities, and targeted educational content. Join to access valuable resources and take your business to the next level.

πŸ’Ό Business
(3)
12
Addepar
Addepar
Addepar
Wealth management platform
Free

This wealth management platform provides users with up-to-date portfolio data, including net worth, performance, and asset allocation, allowing them to gain a deeper understanding of their financial situation. Interested users can ask their financial advisor about this platform to get a clearer financial picture.

πŸ’° Finance
(58)
13
Victory Capital
Victory Capital
Victory Capital
For Every Investor
Free

Experience a comprehensive investment platform with a diverse range of products at your fingertips, including mutual funds, ETFs, and a 529 Education Savings Plan. Manage your investments, make trades, research options, and access tools all in one place with the Victory Capital app. Start today to enjoy $0 commissions for most online trades and potentially earn an investment bonus.

πŸ’° Finance
(272)
14
The MDRT Academy
The MDRT Academy
The MDRT Academy
by Million Dollar Round Table
Free
πŸ“š Education
(4)
15
Goldman Sachs Wellness
Goldman Sachs Wellness
Goldman Sachs Wellness
Ayco Financial Wellness
Free

This application provides personal financial guidance to help users improve their financial wellness, offering tools, seminars, and coaching to tackle areas such as saving for emergencies or paying off debt. Registering is easy and free, allowing users to assess their financial situation, set goals, and take action to achieve financial stability.

πŸ’° Finance
(63)
16
CircleBlack Investor
CircleBlack Investor
CircleBlack Investor
by Circleblack Inc.
Free

This application helps you manage your wealth by tracking all your financial accounts and investments in one place, providing up-to-date performance information and personalized insights to make informed investment decisions. With this app, you can monitor your progress toward your goals, benchmark your performance, and stay informed with proactive alerts and expert advice.

πŸ’° Finance
(16)
17
Capital Group PlanPremier401k
Capital Group PlanPremier401k
Capital Group PlanPremier401k
Manage your 401k
Free

This app is designed for American Funds PlanPremier participants to manage their 401k accounts. Users can view key account details, make account changes, access forms, and utilize various account management tools.

πŸ’° Finance
(11K)
18
BlackRock Institutional
BlackRock Institutional
BlackRock Institutional
Market and investment insights
Free

This application offers financial insights, investor education, and community features, allowing clients to access and monitor their investment portfolios on the go. With expert analysis, interactive charts, and in-depth publications, users can make better-informed investing decisions and stay up-to-date on market trends.

πŸ’° Finance
(74)
19
Legacy Financial Advisors
Legacy Financial Advisors
Legacy Financial Advisors
Legacy Financial
Free

This mobile app provides clients with a centralized portal to access and manage their financial information, connect with their financial advisor, and stay updated on market insights. With the app, clients can view performance reports, communicate with their advisor, and even invite family members to learn from trusted professionals.

πŸ’° Finance
(4)
20
SUMA Wealth
SUMA Wealth
SUMA Wealth
Manage your dinero Smarter
Free

This application helps you manage your finances efficiently by linking all your accounts, cards, and investments in one dashboard, providing tools such as AI financial guidance, personalized spending tips, and savings goal tracking. Try it for 7 days free and discover how it can empower you to make smarter financial decisions and grow your wealth.

πŸ’° Finance
(17)

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