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EFE

By Edelman Financial Engines, LLC · Estate Planning Assistant · Free ✓ Updated 4 days ago

★★★★★
4.6/5 Rating
7,077
Ratings
1
Reviews Analyzed
126 MB
App Size

Screenshots

EFE screenshotEFE screenshotEFE screenshot

About

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 Financ...

What's New (v3.16.0)

* New Retirement Planning tool for clients (if enabled by your planner) * Minor bug fixes and enhancements

Quick Facts

📱 Category: Estate Planning Assistant

👨‍💻 Developer: Edelman Financial Engines, LLC

💰 Price: Free to download

Rating: 4.6/5 from 7,077 users

🏷️ Genres: Finance

🔞 Age Rating: 4+

📦 Size: 126 MB

🔢 Version: 3.16.0

📲 Requires: iOS 16.0+

📅 On App Store: 9 years

🌍 Languages: 1

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