EFE
EFE
Your Investment Advisor
Reviews
6.04%
3.85%
10.99%
7.69%
71.43%
★
★★
★★★
★★★★
★★★★★
11 rates
7 rates
20 rates
14 rates
130 rates
Comments
Stephen DeLuco
★
"Most basic financial app. Shows balances. Needs historical data to have any value to a User. Also projections, `what if` scenarios, etc. I`m de-installing. No sense having this App on my mobile when I can go on-line and find more info. This a a BIG Swing and Miss by Edelman ⚾️🚫"
Version: 1.6.0 (6)
"Most basic financial app. Shows balances. Needs historical data to have any value to a User. Also projections, `what if` scenarios, etc. I`m de-installing. No sense having this App on my mobile when I can go on-line and find more info. This a a BIG Swing and Miss by Edelman ⚾️🚫"
Version: 1.6.0 (6)
Kathleen Dunn
★★
"Does not update real-time 😐"
Version: 1.0.1 (2)
"Does not update real-time 😐"
Version: 1.0.1 (2)
Cheri Hautala
★★
"Gives stock numbers and little else. Can`t even renew my preference for electronic monthly updates."
Version: 2.1.1 (1)
"Gives stock numbers and little else. Can`t even renew my preference for electronic monthly updates."
Version: 2.1.1 (1)
Robert Wooldridge
★★
"Can not update external accounts!"
Version: 1.7.0 (4)
"Can not update external accounts!"
Version: 1.7.0 (4)
Michael Benedek
★★★★★
"Very quick and it gives you a good overall trend of the account."
Version: 1.8.0 (5)
"Very quick and it gives you a good overall trend of the account."
Version: 1.8.0 (5)
Jack O`Neill
★★★
"It has a good interface, but doesn`t always update the accounts. More often than not it`s days behind. I know the problem is with EFE app, because if I follow the links to Financial Engines from within my 401k, it`s updated."
Version: 2.2.0 (8)
"It has a good interface, but doesn`t always update the accounts. More often than not it`s days behind. I know the problem is with EFE app, because if I follow the links to Financial Engines from within my 401k, it`s updated."
Version: 2.2.0 (8)
David Sorrel
★★★★★
"Easy to use and fun to track. I like I was never asked to link other accounts, but it has that option so you can more accurately track net worth."
Version: 1.7.0 (4)
"Easy to use and fun to track. I like I was never asked to link other accounts, but it has that option so you can more accurately track net worth."
Version: 1.7.0 (4)
George Moses
★★
"Error: says app isn`t available for your account yet."
Version: 0.6.1 (2)
"Error: says app isn`t available for your account yet."
Version: 0.6.1 (2)
James Harris
★★★★★
"A Financial Dashboard of Everything in one Spot"
Version: 1.7.0 (4)
"A Financial Dashboard of Everything in one Spot"
Version: 1.7.0 (4)
Robert Williams
★
"Balances are frequently incorrect"
Version: 2.2.0 (8)
"Balances are frequently incorrect"
Version: 2.2.0 (8)
Delta guillory
★★★★★
"No issues what so ever works great."
Version: 1.6.0 (6)
"No issues what so ever works great."
Version: 1.6.0 (6)
Chris Koski
★
"Same error message everyone else states below - Uninstalling App, will just keep using website."
Version: 1.0.0 (13)
"Same error message everyone else states below - Uninstalling App, will just keep using website."
Version: 1.0.0 (13)
Ty Reed
★★★★★
"I see a lot about people having errors. Must be their device. I have zero issues. Installed and logged in within a minute. App is a much quicker way to look at my portfolio on the go than logging into my computer. Up to date and easy to use interface."
Version: 1.1.0 (5)
"I see a lot about people having errors. Must be their device. I have zero issues. Installed and logged in within a minute. App is a much quicker way to look at my portfolio on the go than logging into my computer. Up to date and easy to use interface."
Version: 1.1.0 (5)
Alan Criswell
★★★★★
"Ease of use and information available"
Version: 2.2.0 (8)
"Ease of use and information available"
Version: 2.2.0 (8)
Justin Wear
★
"The app had me sign in and then said my account wasn`t available for use in the app. What a waste."
"The app had me sign in and then said my account wasn`t available for use in the app. What a waste."
D. O`Neil
★★
"Very minimal features / looks at data. And access to data is not available 24 / 7."
Version: 2.1.1 (1)
"Very minimal features / looks at data. And access to data is not available 24 / 7."
Version: 2.1.1 (1)
Harry Nobel
★
"Can`t link to Fidelity accountd"
Version: 2.2.0 (8)
"Can`t link to Fidelity accountd"
Version: 2.2.0 (8)
John Carder
★★★★★
"Quick source for checking balances"
Version: 2.1.1 (1)
"Quick source for checking balances"
Version: 2.1.1 (1)
Yer Xiong
★★★★★
"Easy to use and get to my accounts for faster access."
Version: 1.6.0 (6)
"Easy to use and get to my accounts for faster access."
Version: 1.6.0 (6)
J R
★★★★
"bio log in doesnt work"
Version: 1.7.0 (4)
"bio log in doesnt work"
Version: 1.7.0 (4)
com.efe.user
Installs: 10,000+
(22,384 at
2024-05-10 22:28:53)
Version: 2.7.0 (3)
Category: Finance
Pegi : Everyone
Publish Date : May 8, 2020
Update Date : 2024-04-03
Android Version : 7.0
Version: 2.7.0 (3)
Category: Finance
Pegi : Everyone
Publish Date : May 8, 2020
Update Date : 2024-04-03
Android Version : 7.0
Available on
Publisher
Edelman Financial Engines LLC
3315 Scott Blvd, 4th Floor, Santa Clara, CA 95054
https://www.edelmanfinancialengines.com/
m.advisor@edelmanfinancialengines.com
Privacy Policy
3315 Scott Blvd, 4th Floor, Santa Clara, CA 95054
https://www.edelmanfinancialengines.com/
m.advisor@edelmanfinancialengines.com
Privacy Policy
Similar Apps
Schwab Advisor Center® Mobile
★
3.0
FREE
10,000+
The Charles Schwab Corporation
The Charles Schwab Advisor Center Mobile Application for Android
The Charles Schwab Corporation
The Charles Schwab Advisor Center Mobile Application for Android
FinancialPeace
★
3.8
FREE
50,000+
Ramsey Solutions
Simple finance education on how to save, invest and pay off debt.
Ramsey Solutions
Simple finance education on how to save, invest and pay off debt.
Hobnob - Invitation Card Maker
★
4.5
FREE
500,000+
Hobnob Events
Text message invitations for birthday party, wedding, graduation, baby shower +
Hobnob Events
Text message invitations for birthday party, wedding, graduation, baby shower +
Schwab Workplace Retirement
Miami Herald
★
2.4
FREE
50,000+
McClatchy
Contains Pulitzer Prize-winning news, photos, video, features, bloggers & more.
McClatchy
Contains Pulitzer Prize-winning news, photos, video, features, bloggers & more.
SwingLifeStyle (SLS)
★
2.5
FREE
100,000+
Swing, LLC
Official App for SwingLifeStyle. The largest online couples dating community.
Swing, LLC
Official App for SwingLifeStyle. The largest online couples dating community.
Rocket Lawyer Legal & Law Help
★
4.8
FREE
100,000+
Rocket Lawyer
Law Made Simple! 1,000+ Legal Docs. Real Lawyers and Attorneys. Try it now!
Rocket Lawyer
Law Made Simple! 1,000+ Legal Docs. Real Lawyers and Attorneys. Try it now!
Screenshots
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.
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.
RECENT CHANGES
* Added an Alert Center to keep clients updated on any notifications that
require their attention
* Displaying upcoming appointments for Wealth Planning clients
* Minor enhancements
require their attention
* Displaying upcoming appointments for Wealth Planning clients
* Minor enhancements
DATA SAFETY AND SECURITY
This app has access to
Camera
· take pictures and videosMicrophone
· record audioOther
· prevent device from sleeping· view network connections
· run at startup
· change your audio settings
· full network access
Photos/Media/Files
· read the contents of your USB storage· modify or delete the contents of your USB storage
Storage
· modify or delete the contents of your USB storage· read the contents of your USB storage
Wi-Fi connection information
· view Wi-Fi connectionsSecurity Practices
Data is encrypted in transit
· Your data is transferred over a secure connection
You can request that data be deleted
· The developer provides a way for you to request that your data be deleted
Free apps in the same category
CoinMarketCal
★
4.5
FREE
100,000+
CoinMarketCal
CoinMarketCal is the leading economic calendar for reliable cryptocurrency news.
CoinMarketCal
CoinMarketCal is the leading economic calendar for reliable cryptocurrency news.
Checkbook - Account Tracker
TVM Financial Calculator
★
3.5
FREE
100,000+
Everyday Calculation Apps
Time value of money calculators for professionals/ personal finance enthusiasts
Everyday Calculation Apps
Time value of money calculators for professionals/ personal finance enthusiasts
Paid apps in the same category
10bii Financial Calculator
★
4.4
5.99$
50,000+
In A Day Development
Amazing Financial Calculator. Based on HP 10bII, but easier to use!
In A Day Development
Amazing Financial Calculator. Based on HP 10bII, but easier to use!
Home Budget with Sync
★
3.8
5.99$
50,000+
Anishu, Inc.
Expenses, Bills, Budget and Accounts - All seamlessly integrated in one app!
Anishu, Inc.
Expenses, Bills, Budget and Accounts - All seamlessly integrated in one app!
Smart Control Car Premium OBD2
★
3.6
10.88$
5,000+
SmartApps4Me
Record your trips, clear engine errors, helps you to improve consumption!
SmartApps4Me
Record your trips, clear engine errors, helps you to improve consumption!
Ray Financial Calculator Pro
★
3.5
2.49$
50,000+
Ray Informatics - Photography and Art Apps
Easy-to-use financial calculator capable of performing NPV and TVM Calculations
Ray Informatics - Photography and Art Apps
Easy-to-use financial calculator capable of performing NPV and TVM Calculations
US Military Pay Calc Plus
★
4.8
1.99$
5,000+
Crash Test Dummy Limited, LLC
The app for you to see what various pays are for US Military members.
Crash Test Dummy Limited, LLC
The app for you to see what various pays are for US Military members.
Popular Free Games
Subway Surfers
★
4.6
FREE
1,000,000,000+
SYBO Games
Arcade Games
Help Jake, Tricky & Fresh escape from the grumpy Inspector and his dog!
SYBO Games
Arcade Games
Help Jake, Tricky & Fresh escape from the grumpy Inspector and his dog!
Candy Crush Saga
★
4.6
FREE
1,000,000,000+
King
Casual Games
Match 3 candies to blast sugar! Spread jam & master the sweetest of puzzle games
King
Casual Games
Match 3 candies to blast sugar! Spread jam & master the sweetest of puzzle games
My Talking Tom
★
4.4
FREE
1,000,000,000+
Outfit7 Limited
Casual Games
It’s Talking Tom, the virtual pet cat who loves to chat.
Outfit7 Limited
Casual Games
It’s Talking Tom, the virtual pet cat who loves to chat.
8 Ball Pool
★
4.5
FREE
1,000,000,000+
Miniclip.com
Sports Games
Play online multiplayer or PvP Pool games and compete with your friends!
Miniclip.com
Sports Games
Play online multiplayer or PvP Pool games and compete with your friends!
Hill Climb Racing
★
4.5
FREE
1,000,000,000+
Fingersoft
Racing Games
Race uphill to win in this offline physics based driving game!
Fingersoft
Racing Games
Race uphill to win in this offline physics based driving game!
Popular Free Applications
Google Drive
★
4.3
FREE
10,000,000,000+
Google LLC
Productivity
Store, access, and share securely with Google Drive, part of Google Workspace.
Google LLC
Productivity
Store, access, and share securely with Google Drive, part of Google Workspace.
Google Photos
★
4.5
FREE
5,000,000,000+
Google LLC
Photography
The home for your memories. Relive, share, and organize your photos.
Google LLC
Photography
The home for your memories. Relive, share, and organize your photos.
Gboard - the Google Keyboard
Google Meet
★
4.5
FREE
5,000,000,000+
Google LLC
Communication
High quality video calling for Android & iOS phones, tablets, Google Nest & web.
Google LLC
Communication
High quality video calling for Android & iOS phones, tablets, Google Nest & web.
Google Calendar
★
4.5
FREE
5,000,000,000+
Google LLC
Productivity
Always know what’s next with Google Calendar, part of Google Workspace.
Google LLC
Productivity
Always know what’s next with Google Calendar, part of Google Workspace.
Files by Google
★
4.6
FREE
1,000,000,000+
Google LLC
Tools
Clean up your phone, find files, play media, and share files offline
Google LLC
Tools
Clean up your phone, find files, play media, and share files offline