EFE

Name: EFE
Rating: 4.6 (7482 reviews)
Author: Edelman Financial Engines, LLC

By: Edelman Financial Engines, LLC App

Your Investment Advisor

Overview

Version:

3.18.0

Last updated: 2026-08-02

Ranking

#20,954 ▼ 11

Overall

Features & Capabilities

EFE is your investment advisor in one app. Access your accounts, track retirement progress, view your total portfolio details, and link external accounts. Online Advice & Professional Management members can review activity feeds, quarterly statements, and plan updates, and connect with an advisor.

As an Edelman Financial Engines client, you can view your net worth, review your portfolio and account details, link outside accounts, and connect with your planner right through the app. Availability may vary by user.

User Growth & Download Statistics

App Investing Analytics

By:

Edelman Financial Engines, LLC

Rating:

4.60

(7,482) 20 new ratings

Version:

3.18.0 Last updated: 2026-08-02

Version code:

889181685

Creation date:

2016-09-04

Compatible devices:

Size:

111.06MB

URLs:

Website ,Privacy policy

Full description:

Source:

Apple Apps Store

Data ingested on:

2026-08-08

Compare stats and ranking:

Ranking

# 20,954 ▼ 11

Other platforms

EFE (v3.6.0(9))

36,786 4.31

(350)

For Developers

Monetize with App Pass Boost with Extension Booster

Contact the developer

Chrome-Stats does not own this Apple app. Please use these information below to contact the Apple app developer.

Developed by:

Edelman Financial Engines, LLC

Apple Apps Store

https://apps.apple.com/us/app/efe/id1130545630

Website:

https://www.edelmanfinancialengines.com/

User Reviews

Users generally find the website/app easy to use and appreciate some visual account insights, but the app suffers from missing statements/forecasting, limited functionality, and data delays. Repeated issues include inaccurate or lagging balances, UI glitches, and occasional customer-service shortcomings. The main strengths are ease of use and basic visual features, while the core drawbacks drive users to seek information elsewhere or rely on support for actions.

Pros

Easy-to-use and up-to-date website and app.
Useful account visuals/graphs (trend lines) that some competitors lack.
Generally user-friendly with quick data pulls and responsive support.
Positive customer service reputation noted by several users.

Cons

No statements and limited reporting/forecasting in the app.
Balances and investment totals are not reliable or timely; data lag observed.
App is very basic with limited functionality; cannot adjust investments, liabilities, or perform planning without calling support.
UI/UX issues: flickering pages, navigation glitches (e.g., red dots on tabs), and features hard to access.
Mixed customer service experiences, including missed calls and appointments.

Recent reviews

Not user friendly

by Lo*****, 2026-07-03

This app does not do a good job at keeping my linked bank accounts updated and accurately reflecting my funds. I periodically have to unlink and re-link my bank accounts so that this app will keep them up to date. It will work for a while until it decides to stop entirely and then I have to repeat the process all over again. I’ve had to do this numerous times and it is very annoying. When trying to make a transfer, the app will warn you that you’re trying to transfer more funds than are available (even though the funds are there), but I guess you can just override. Other than that, the app does what I need.