EFE

Edelman Financial Engines LLC

Mayelana nalolu hlelo lokusebenza

Thola ulwazi oludingayo ukuze lukusize ufinyelele imigomo yakho yezezimali. Uhlelo lokusebenza lwe-EFE (olwalubizwa ngokuthi uhlelo lokusebenza lwe-Fin Engines) luyindlela elula yokufinyelela ama-akhawunti akho.

Ingabe uyilungu le-Online Advice & Professional Management? Sebenzisa uhlelo lwethu lokusebenza ukuze:

* Buka futhi ulandelele inqubekela phambili eya emgomweni wakho wokuthatha umhlalaphansi
* Buka iphothifoliyo yakho iyonke kanye nemininingwane ye-akhawunti
* Xhumanisa ama-akhawunti akho angaphandle nomgomo wakho wokuthatha umhlalaphansi
* Buyekeza okuphakelayo kwakho komsebenzi, izitatimende zekota, kanye nezibuyekezo zecebo (kumalungu e-Professional Management kuphela)
* Xhumana nomeluleki

Ingabe uyiKlayenti le-Edelman Financial Engines? Sebenzisa uhlelo lwethu lokusebenza ukuze:

* Buka isamba sakho se-Net Worth
* Buka isamba sakho se-portfoliyo kanye nemininingwane ye-akhawunti
* Xhumanisa ama-akhawunti akho angaphandle
* Xhumana nomhleli wakho ngqo ngohlelo lokusebenza

Uhlelo lokusebenza lwe-EFE lungase lungatholakali kubo bonke abasebenzisi.

Yini entsha

* New Retirement Planning tool for clients (if enabled by your planner).
* Minor bug fixes and enhancements.