EFE
What is EFE?
EFE, previously called the Fin Engines app, is a finance app for accessing investment accounts and tracking progress toward financial goals. The listing describes separate feature sets for Online Advice and Professional Management members and for Edelman Financial Engines clients. The description notes the app may not be available to all users.
Pricing. EFE is free, with no in-app purchases on the App Store.
Good for
- Tracking progress toward a retirement goal
- Viewing total portfolio and account details
- Linking outside accounts to a retirement goal or net worth view
Screenshots
Why this app is in B tier
EFE scores 80 out of 100: rating 93, rating count 79, App Store search rank 48, update recency 100. The four parts are averaged with no weights, and B tier follows from that score within this list. The full explanation, as data.
Description
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 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.
Compare in Financial Planning
Alternatives
See all 6 ›Questions about EFE
Who can use it?
The description says the EFE app may not be available to all users. It lists features for Online Advice and Professional Management members and for Edelman Financial Engines clients.
Can I connect with an advisor?
Online Advice and Professional Management members can connect with an advisor through the app. Edelman Financial Engines clients can connect with their planner through the app.
Is EFE free?
Yes. EFE is free on the App Store, with no in-app purchases.
What is EFE good for?
EFE is built for tracking progress toward a retirement goal, viewing total portfolio and account details, linking outside accounts to a retirement goal or net worth view. It sits in the financial planning list on AppTierList.
Is EFE worth it?
EFE is B tier, ranked #5 of 7 financial planning apps with a score of 80 out of 100, from a 4.6 App Store rating across 7,639 ratings. Good, and 4 apps rank above it.
How does EFE compare to Copilot?
EFE is B tier at 80; Copilot is A tier at 83. Copilot ranks higher. EFE is free, with no in-app purchases, Copilot is free to download.
How often is EFE updated?
EFE was updated 19 days ago, which counts in its favour.
All the facts
- List
- Financial Planning
- Tier
- B (Good)
- Score
- 80 / 100
- Rank in list
- #5 of 7
- Ranking certainty
- settled
- Price
- Free
- App Store rating
- 4.6 out of 5
- Number of ratings
- 7,639
- Current version
- (19 days ago)
- App Store data read
- App Store category
- Finance
- Good for
- Tracking progress toward a retirement goal, Viewing total portfolio and account details, Linking outside accounts to a retirement goal or net worth view
- Requires
- iOS 16.0 or later
- Size
- 115 MB
- Age rating
- 4+
- Languages
- 1
- Developer pages
- Website · Support · Privacy policy
- Maker
- unclaimed
- As data
- JSON · why it ranks here
Ranking refreshed · how it is computed