Screenshots

Description

Get the information you need to help keep you on track toward your financial goals. The Fin Engines app for iPhone® & iPad® is the easiest way to access your accounts. You can:

For Online Advice users & Professional Management members:
* Scenario plan to find the right retirement goal for you
* Apply changes to your plan and track your progress toward your 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

For Personal Advisor members:
* Access your financial plan with all your goals
* View your total portfolio and account details
* Review your quarterly statements and account review history
* Connect with your planner right through the app

For Edelman Financial Engines Clients:
* View your total portfolio and account details
* Connect with your planner right through the app

About Edelman Financial Engines

With roots in Silicon Valley, Edelman Financial Engines is the nation’s largest independent investment advisor (InvestmentNews ranking and status for 2019. For independence methodology and ranking, see https://data.investmentnews.com/ria/). We believe that all Americans -- not just the wealthy -- should have access to high-quality, objective financial help and our client’s best interests should always come first.

What’s New

Version 2.3.0

* Added support for viewing reported accounts, real-estates, other assets and liabilities for Edelman Financial Engines Clients.
* UI enhancements
* Stability tweaks

Ratings and Reviews

4.6 out of 5
1.9K Ratings

1.9K Ratings

BillD25 ,

Very Good App — Much Improved

I find the app to be very good. It’s easy to change assumptions to see how your retirement plan is going. Much improved over the app when I first downloaded it a few years ago.

It’s always a good idea to get other advice and compare to FE. Also, it’s never a good idea to rebalance more frequently than quarterly or even semi-annually. FE will recommend rebalancing every time you use the app. Be disciplined and get the benefits of this very good, powerful app.

Developer Response ,

We’re glad you like the current release better. We do, too! We do review your portfolio monthly and recommend any necessary changes as a result of the review.

Mixter1944 ,

New IOS App

I love the new mobile app. Only had it a couple days so no bugs to report. Glad too see people are working hard to make our experience more informative and easier to understand

Deltaphyta ,

Great refresh!

Thank you for modernizing the app. I had previously deleted it due to poor interface. I challenge you to continue adding features and create easy access for users. I ask that the tool access the value of my pensions because they still show a zero value. Also need more tools to invest. I have a roth ira and would like some help investing in socially responsible options. i.e. solar, water access, real estate for low income

Developer Response ,

We’re glad you like the current release better. We do, too! And thank you for that great feedback about pension and investment tools. We’ll look into that for an upcoming release. If you have other comments, please call (844) 861-0037 or email us at m.advisor@financialengines.com.

Information

Seller
Edelman Financial Engines, LLC
Size
46.4 MB
Category
Finance
Compatibility

Requires iOS 12.0 or later. Compatible with iPhone, iPad, and iPod touch.

Languages

English

Age Rating
4+
Copyright
Price
Free

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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