EFE

Edelman Financial Engines LLC

About this app

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.

Ratings and reviews

Just the basics. It's a quick way to review accounts. Keeps logging you off if you swap screens. I don't have most of the screens that they show.

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 ⚾️🚫

Found my company in setting up my account in app but said not supported. Very few downloads ... forced to website. Website bad. Can't correct or identify outside accounts. Those that were relinked show old data. Shows holdings sold more than 6 months ago. NO RESPONSES TO REVIEWS.

What's new

* Added an Alert Center to keep clients updated on any notifications that
require their attention
* Displaying upcoming appointments for Wealth Planning clients
* Minor enhancements