Apps Like EFE for iPhone and iPad
Track accounts and view progress
View and track retirement goals with detailed progress updates. Access total portfolio and account details. Link external accounts to retirement goals. Review activity feeds, quarterly statements, and plan updates.
EFE screenshots
Ranked alternatives
Showing 81–100 of 1,000 ranked alternatives.
My Savings
Natixis Interepargne
Manage products anytime, anywhere
Manage employee products including Company Plan, Mandatory Profit-Sharing Premium, and Collective Retirement Plan. View account details, make contributions, and track balances. Access securely with username and password.
iA Mobile
Industrial Alliance Insurance and Financial Services Inc.
Track claims, view benefits, manage savings
Monitor group insurance claims by submitting securely and tracking progress. Send photos of receipts when needed. Check healthcare provider eligibility and use health spending accounts for reimbursements.
Hiro – AI Financial Planner
Hiro Financial Inc.
Forecast net worth and track progress
Track net worth and forecast scenarios like buying a home or having kids. Connect bank accounts to monitor progress. Chat with an AI advisor for personalized insights and money management guidance. Set goals and view detailed analytics.
The Standard – My Retirement
StanCorp Financial Group, Inc.
Track savings, view transactions, adjust contributions, review
Track savings with balance checks and goal progress. Adjust contributions and review investments. View transactions, account statements, and performance data. Access planning tools including calculators, videos, and articles.
SSWP Client Access
SageSpring Wealth Partners, LLC
View portfolio, download reports, connect with advisor
View financial portfolio details, download performance reports, and connect with an advisor. Track account balances, investment summaries, and receive real-time market updates. Send secure messages and schedule consultations.
WaddleWallet - Budget Pet
NaturalUI Inc.
Build plans, connect accounts, track finances
Build a financial plan by answering lifestyle questions. Connect bank accounts via Plaid to receive a financial breakdown. Set goals to achieve financial freedom without professional advice.
Workplay: AI Financial Planner
Workplay LLC
Manage accounts, budgets, and goals automatically
Manage finances by consolidating accounts, budgets, and goals in one place. Automate planning based on life changes. Categorize transactions automatically without manual spreadsheets. View comprehensive insights and progress.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.