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 121–140 of 1,000 ranked alternatives.
Bernstein Private Wealth
AllianceBernstein L.P.
Access account balances and transfer funds
Access account balances and transaction history across all accounts. Monitor asset allocation, holdings, and performance. Deposit checks by photo and securely share files with advisory teams.
WalletWize: Track Money Better
Revent Solutions LLC
Expenses, sync accounts, set budgets
Sync bank accounts, credit cards, and investment portfolios in one tap. expenses, set budgets, and receive bill reminders. Cancel subscriptions, monitor net worth, and manage spending without spreadsheets.
SmartPro Client Experience
SmartPro Financial LLC
View portfolio data and interact with
View portfolio data and financial summaries in a clean interface. Access account details, transaction history, and performance metrics. Communicate with financial advisors and receive updates.
Paragon Advisor
Paragon Advisors, LLC
View portfolio values and contact your
View portfolio values and allocations in real-time. Contact your directly through the . Access account summaries and transaction history. Send secure messages and schedule meetings.
BKM Wealth
BKM Wealth Management, LLC
View accounts, track goals, manage finances
View financial accounts and balances. Track financial goals and priorities. Upload documents securely. Communicate with financial advisors. Access account statements and transaction history. Receive notifications for account activity.
Willow Financial
Willow Financial LLC
View portfolio, upload files, communicate with advisor
View investment portfolios and account balances. Upload documents for review. Communicate with advisors via messaging. Access account statements and transaction history. Request portfolio adjustments and file tax documents securely.
UniSuper
UniSuper Management Pty Ltd
Check super balance and contributions
Check super balance and recent contributions. Make extra payments to increase retirement savings. View investment returns and payment schedules. Update retirement income details and insurance coverage.
Entrust Self-Directed IRA
Entrust Administration, Inc.
Invest in real assets and manage
Manage retirement investments through a IRA. Choose from alternative assets like real estate, private equity, and precious metals. Transfer funds and invest in non-traditional options. Monitor account activity and manage contributions.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.