EFE 3.8.0

Edelman Financial Engines, LLC ❘ Freeware ❘
iOS
out of 5702 votes

Empower Your Financial Future with EFE by Edelman Financial Engines

Elena Angelini

04/18/2025

EFE offers personalized financial planning tools and insights to help users navigate their investment journey effectively.

Experience the convenience and efficiency of the EFE app (formerly known as the Fin Engines app) in helping you stay on track towards your financial goals. Whether you're an Online Advice & Professional Management member or an Edelman Financial Engines Client, this app provides you with all the essential information at your fingertips.

For Online Advice & Professional Management Members:

Monitor and track your progress towards retirement
Access comprehensive portfolio and account details
Seamlessly link external accounts to your retirement goal
Stay informed with activity feeds, quarterly statements, and plan updates (exclusive to Professional Management members)
Easily connect with an advisor whenever you need assistance

For Edelman Financial Engines Clients:

Review your total Net Worth at a glance
Access comprehensive portfolio and account details
Effortlessly link external accounts for a holistic view
Directly connect with your dedicated planner through the app

Please note that availability of the EFE app may vary for certain users.

Edelman Financial Engines has been consistently recognized as the premier Independent Financial Advisory Firm in the nation, holding the top spot for four consecutive years.

Barron's prestigious "Top 100 Independent Advisory Firm" rankings are determined each September and are based on both qualitative and quantitative factors, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology investments, succession planning, and data from a 12-month period. Compensation is involved in exchange for the use and distribution of these rankings. Investor experience and returns are not taken into consideration.

The 2018 ranking specifically refers to the combined business of Edelman Financial Services, LLC and Financial Engines Advisors L.L.C (FEA), as they merged in November 2018. Prior to the merger, FEA held the 12th position in the same survey.

Overview

EFE is a Freeware software in the category Business developed by Edelman Financial Engines, LLC.

The latest version of EFE is 3.8.0, released on 07/04/2024. It was initially added to our database on 09/26/2023.

EFE runs on the following operating systems: iOS.

Users of EFE gave it a rating of 5 out of 5 stars.

Pros

Comprehensive financial planning tools
User-friendly interface and design
Strong reputation in the financial advising community
Personalized investment strategies and advice
Access to a team of certified financial planners
Flexible account management options
In-depth analysis of retirement savings and investment

Cons

Potentially high fees for certain services
May require a subscription for full features
Limited availability of physical branch locations
Some users report slow customer service response times
Investment strategies may be conservative compared to aggressive investors
Not all features available on mobile app

FAQ

What is EFE by Edelman Financial Engines?

EFE, or Everyday Financial Engagement, is a financial wellness platform designed to help individuals manage their finances and plan for their future.

Who can benefit from using EFE?

EFE is useful for anyone looking to improve their financial literacy, manage their investments, or plan for retirement.

Is EFE a free service?

Edelman Financial Engines offers various services, some of which may have associated costs. Users should check the website or contact support for specific pricing information.

What features are included in the EFE platform?

Key features of EFE include personalized financial planning tools, investment management insights, and educational resources on various financial topics.

How does EFE help with retirement planning?

EFE provides tools and resources to help users assess their retirement goals, track savings, and understand different retirement account options.

Can I access EFE on my mobile device?

Yes, EFE can typically be accessed through its mobile-friendly website or dedicated app for on-the-go financial management.

Is my financial information safe with EFE?

Yes, Edelman Financial Engines employs industry-standard security measures to protect user data and privacy.

Does EFE offer personalized advice?

Yes, EFE provides tailored advice based on individual financial situations and goals.

Can businesses utilize the EFE platform for their employees?

Yes, employers can offer EFE as a part of their employee benefits package to enhance financial wellness among their workforce.

How do I sign up for EFE?

You can sign up for EFE by visiting the Edelman Financial Engines website and following the instructions for registration.

Elena Angelini

I'm Elena, your go-to software reviewer at UpdateStar and tech enthusiast. Whether you're a user seeking the latest software titles or software news I've got you covered. When I'm not diving into the latest software, you can find me exploring nature trails, camping under the stars, or competing in online multiplayer games. My reviews are designed to be fun, engaging, and packed with all the details you need to make informed decisions.

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