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EFE

Name: EFE
Rating: 4.6 (7400 reviews)

Edelman Financial Engines, LLC

Your Investment Advisor

Open in App Store ↗

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1 of 101 storefronts
Content in en-US

7.4k Ratings

4.6

★★★★★

Age Rating

Years

Developer

Edelman Financial Engines, LLC

Language

Size

133

Information

Apple ID1130545630

Bundle IDcom.fe.sponsor

SellerSeller

Min iOS16.0

Min macOS13.0

Device familiesiphone, ipad

Released2016-09-04

WebsiteLink ↗

Privacy policyLink ↗

Preview 2 platforms

iPhone 9 images

iPad 9 images

What’s New Version 3.17.3

* Minor enhancements

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.

Accessibility

ipadiphonemacrealityDevicetvoswatch

Version history 25 versions

Build 886303753v3.17.32026-07-01 15:24:39

* Minor enhancements

Build 885590200v3.17.22026-05-20 23:41:13

* Minor bug fixes

Build 885274757v3.17.12026-05-06 21:00:26

* Minor bug fixes

Build 884341160v3.17.02026-04-22 23:34:57

* Minor enhancements

Build 882241601v3.16.02026-03-13 01:05:09

* New Retirement Planning tool for clients (if enabled by your planner) * Minor bug fixes and enhancements

Build 879848398v3.15.02025-12-17 21:58:09

* Error tracking and enhancements

Build 878584133v3.14.02025-11-16 00:49:18

* Expanded Documents to include Performance Reports, Fees and Financial Plan * Free retirement guidance accessible to more users * Minor bug fixes and enhancements

Build 877624547v3.13.02025-09-12 21:22:18

* iOS 26 compatibility support * Minor bug fixes

Build 876518377v3.12.02025-08-20 14:49:42

* Ability to create folders and upload files to Shared Documents * Minor bug fixes and enhancements

Build 875832754v3.11.22025-07-02 03:58:32

* Minor bug fixes and enhancements

Build 875744118v3.11.12025-06-22 00:07:14

* Minor bug fixes and enhancements

Build 874567052v3.11.02025-06-18 13:47:33

* Ability to schedule recurring transfers for Ready Cash accounts * Ability to add manual liabilities * Minor bug fixes and enhancements

Build 872517104v3.10.02025-03-19 19:56:44

* Ability to view Statements and Tax Documents * Enhancements to Ready Cash experience * Additional minor bug fixes and improvements

Build 870962916v3.9.12024-12-12 15:13:32

* Minor enhancements and bug fixes

Build 867595233v3.9.02024-10-03 16:20:50

* Financial planning clients can sign up for a Ready Cash high-yield savings account * Minor enhancements and bug fixes

Build 865517544v3.8.02024-06-25 21:01:38

* View account details, deposit, and withdraw funds from Ready Cash high-yield savings account * Minor enhancements and bug fixes

Build 864568771v3.7.02024-04-05 21:51:44

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

Build 863185070v3.6.02024-01-31 15:46:26

* Supporting manual addition of Investment and Cash accounts for Edelman Financial Engines clients * Updated Retirement Goal experience for Online Advice and Professional Management clients * Added a Welcome experience for all clients * Minor enhancements

Build 860718918v3.5.02023-10-26 23:44:11

* Improved retirement goal planning experience * Added support for retired users * Minor enhancements

Build 859511932v3.4.12023-09-07 16:51:37

Minor enhancements and bug fixes

Build 858497346v3.4.02023-07-20 20:03:58

* Updated Overview and Retirement Goal experiences for Online Advice and Professional Management members * Minor enhancements

Build 856070386v3.3.02023-04-11 17:08:09

* Optimized the login flow * Minor enhancements and bug fixes

Build 853994099v3.2.02023-01-31 06:22:55

* Added support for enrollment into Income Beyond Retirement for the eligible Professionally Managed clients * Minor enhancements

Build 851379006v3.1.02022-10-11 21:14:29

* Added choice flow for prospect users * Minor UI enhancements

Build 848975393v3.0.02022-06-23 20:32:28

* Added support for Novant * Renamed the app to EFE * Minor enhancements

No pricing data captured yet — comparisons appear once the app has paid storefronts or in-app purchases.

Availability 1 of 101 storefronts

Region	Language	Price	Ratings	Avg	Version
US	en-US	Free	7.4k	4.6	3.17.3

Not available in: AE, AF, AL, AM, AT, AU, AZ, BA, BE, BG, BH, BM, BN, BT, BY, CA, CH, CN, CY, CZ, DE, DK, EE, EG, ES, FI, FJ, FM, FR, GB, GE, GR, HK, HR, HU, ID, IE, IL, IN, IQ, IS, IT, JO, JP, KG, KH, KR, KW, KZ, LA, LB, LK, LT, LU, LV, MD, ME, MK, MM, MN, MO, MR, MT, MV, MY, NL, NO, NP, NR, NZ, OM, PG, PH, PK, PL, PT, PW, QA, RO, RS, RU, SA, SB, SE, SG, SI, SK, TH, TJ, TM, TO, TR, TW, UA, UZ, VN, VU, XK, YE, ZA

Change log 29 changes · US

✎

releaseNotes updated

* Minor enhancements

2026-07-06

✎

description updated

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)

2026-07-06

✎

subtitle updated

Your Investment Advisor

2026-07-06

✎

name updated

EFE

2026-07-06

◆

Version 3.17.3 released

* Minor enhancements

2026-07-01

◆

Version 3.17.2 released

* Minor bug fixes

2026-05-20

◆

Version 3.17.1 released

* Minor bug fixes

2026-05-06

◆

Version 3.17.0 released

* Minor enhancements

2026-04-22

◆

Version 3.16.0 released

* New Retirement Planning tool for clients (if enabled by your planner) * Minor bug fixes and enhancements

2026-03-13

◆

Version 3.15.0 released

* Error tracking and enhancements

2025-12-17

◆

Version 3.14.0 released

* Expanded Documents to include Performance Reports, Fees and Financial Plan * Free retirement guidance accessible to more users * Minor bug fixes and enhancements

2025-11-16

◆

Version 3.13.0 released

* iOS 26 compatibility support * Minor bug fixes

2025-09-12

◆

Version 3.12.0 released

* Ability to create folders and upload files to Shared Documents * Minor bug fixes and enhancements

2025-08-20

◆

Version 3.11.2 released

* Minor bug fixes and enhancements

2025-07-02

◆

Version 3.11.1 released

* Minor bug fixes and enhancements

2025-06-22

◆

Version 3.11.0 released

* Ability to schedule recurring transfers for Ready Cash accounts * Ability to add manual liabilities * Minor bug fixes and enhancements

2025-06-18

◆

Version 3.10.0 released

* Ability to view Statements and Tax Documents * Enhancements to Ready Cash experience * Additional minor bug fixes and improvements

2025-03-19

◆

Version 3.9.1 released

* Minor enhancements and bug fixes

2024-12-12

◆

Version 3.9.0 released

* Financial planning clients can sign up for a Ready Cash high-yield savings account * Minor enhancements and bug fixes

2024-10-03

◆

Version 3.8.0 released

* View account details, deposit, and withdraw funds from Ready Cash high-yield savings account * Minor enhancements and bug fixes

2024-06-25

◆

Version 3.7.0 released

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

2024-04-05

◆

Version 3.6.0 released

2024-01-31

◆

Version 3.5.0 released

* Improved retirement goal planning experience * Added support for retired users * Minor enhancements

2023-10-26

◆

Version 3.4.1 released

Minor enhancements and bug fixes

2023-09-07

◆

Version 3.4.0 released

* Updated Overview and Retirement Goal experiences for Online Advice and Professional Management members * Minor enhancements

2023-07-20

◆

Version 3.3.0 released

* Optimized the login flow * Minor enhancements and bug fixes

2023-04-11

◆

Version 3.2.0 released

* Added support for enrollment into Income Beyond Retirement for the eligible Professionally Managed clients * Minor enhancements

2023-01-31

◆

Version 3.1.0 released

* Added choice flow for prospect users * Minor UI enhancements

2022-10-11

◆

Version 3.0.0 released

* Added support for Novant * Renamed the app to EFE * Minor enhancements

2022-06-23