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EFE for iPhone

EFE: The Ultimate Financial Planning App for iPhone Users

  • Free
  • 4.1
  • 1
  • V 3.5.0

EFE: The Ultimate Financial Planning App for iPhone Users

EFE, previously known as the Fin Engines app, is a free financial planning application that allows users to access their accounts easily. It is developed by Edelman Financial Engines LLC and specifically caters to Online Advice & Professional Management members and Edelman Financial Engines clients.

The app provides a range of features, including viewing and tracking progress towards retirement goals, total portfolio and account details, connecting outside accounts to retirement goals, and reviewing activity feed, quarterly statements, and plan updates (for Professional Management members only). Edelman Financial Engines clients can view their total net worth, total portfolio and account details, link outside accounts, and connect with their planner through the app.

However, it is important to note that 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 for four consecutive years. The "Top 100 Independent Advisory Firm" rankings issued by Barron's are qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending, and succession planning, and based on data within a 12-month period.

Overall, the EFE app is a reliable and user-friendly financial planning tool for iPhone users looking to stay on track towards their financial goals.

Icon of program: EFE

EFE for iPhone

  • Free
  • 4.1
  • 1
  • V 3.5.0