EFE 3.8.0

Edelman Financial Engines, LLC ❘ Freeware ❘
iOS
av 5702 röster

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<p>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 &amp; Professional Management member or an Edelman Financial Engines Client, this app provides you with all the essential information at your fingertips.</p>

<h3>For Online Advice &amp; Professional Management Members:</h3>
<ul>
  <li>Monitor and track your progress towards retirement</li>
  <li>Access comprehensive portfolio and account details</li>
  <li>Seamlessly link external accounts to your retirement goal</li>
  <li>Stay informed with activity feeds, quarterly statements, and plan updates (exclusive to Professional Management members)</li>
  <li>Easily connect with an advisor whenever you need assistance</li>
</ul>

<h3>For Edelman Financial Engines Clients:</h3>
<ul>
  <li>Review your total Net Worth at a glance</li>
  <li>Access comprehensive portfolio and account details</li>
  <li>Effortlessly link external accounts for a holistic view</li>
  <li>Directly connect with your dedicated planner through the app</li>
</ul>

<p>Please note that availability of the EFE app may vary for certain users.</p>

<p>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.</p>

<p>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.</p>

<p>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.</p>

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