Goldman Sachs Wellness vs EFE Usage & Stats

Your benefits are so much more than vacation days. They also include personal financial guidance. There’s no charge to you – your employer picks up the bill – and it takes just minutes to get started. Register in just a few steps and then take your financial wellness assessment. We’ll uncover some areas of improvement and provide a score that you can track and improve over time. Select your focus and start working on the area of your finances that matters most to you, such as saving for an emergency or paying off your high-interest debt. Then, take action - use our tools or watch a seminar to move your financial plan forward. You can also schedule a call with a coach for guidance. All at your fingertips with the GS Wellness app. Goldman Sachs Wellness is honored to receive Aite-Novarica Group’s 2022 Impact Award, which recognizes the innovative ways we're leveraging technology to deliver personalized guidance to support employees’ full financial lives. Nominees in the Financial Wellness category were assessed on the capacity of their digital tools to deliver financial coaching and connectivity to financial services to help individuals feel better about their finances today and more prepared to meet future needs and goals.
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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. Edelman Financial Engines has been named the #1 Independent Financial Advisory Firm in the nation, four years in a row. Awarded each September between 2018 and 2021, the “Top 100 Independent Advisory Firm” rankings issued by Barron’s are qualitative and quantitative, and include assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning, and based on data within a 12-month period. Compensation paid for use and distribution of the rating. Investor experience and returns are not considered. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a pre-combination ranking of 12th.
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  • Finance

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Goldman Sachs Wellness vs. EFE ranking comparison

Compare Goldman Sachs Wellness ranking trend in the past 28 days vs. EFE

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Goldman Sachs Wellness VS.
EFE

December 31, 2024