EFE 3.6.0



Publisher Description



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.

Jan 31, 2024
Version 3.6.0
* 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


About EFE

EFE is a free app for iOS published in the Accounting & Finance list of apps, part of Business.

The company that develops EFE is Edelman Financial Engines, LLC. The latest version released by its developer is 3.6.0.

To install EFE on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2024-01-31 and was downloaded 1 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the EFE as malware if the download link is broken.

How to install EFE on your iOS device:

  • Click on the Continue To App button on our website. This will redirect you to the App Store.
  • Once the EFE is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
  • If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
  • After EFE is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
  • Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.



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Users Rating:  
  0.0/5     0
Downloads: 1
Updated At: 2024-03-27
Publisher: Edelman Financial Engines, LLC
Operating System: Ios
License Type: Free