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Financial Engines Review

3

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Excellent

Revainrating 5 out of 5  
Rating 
5.0
HR, Benefits Administration

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Description of Financial Engines

Financial Engines is an online investment manager providing retirement account services for individuals.

Reviews

Global ratings 3
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  • 3
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Type of review

Revainrating 5 out of 5

Great product for small business accountants

The platform was easy to use, it allowed me access from anywhere at anytime without having my computer or phone with me! I liked that they were able to send text messages when something came up in their system which let them know if there are any issues so we could resolve quickly instead of waiting until after hours trying to figure out what happened. When you have your financials available all day long this can be helpful because sometimes things happen during office time where other people…

Pros
  • Easy interface
  • Helpful staff (especially Amanda)
  • Platform is very accessible even via mobile apps for iOS & Android phones alike
  • Mobile app version quick updates/upgrades whenever necessaryCons : Nothing disliked about FAECustomer service experience has always been friendly
Cons
  • I don't really have any dislikes about this, everything is just fine

Revainrating 5 out of 5

Great investment platform for retirement investing

I love that there are so many different types of accounts you can open with them, from IRAs to Roths! The customer service has been good in my experience but not great at times as well. It's definitely worth looking into if your current provider isn't doing what it takes when managing investments. There really aren't any downsides other than they don't have some products available through certain providers like Fidelity or Vanguard (but most people will be fine). We've moved away from our…

Pros
  • Also this firm offers free financial management courses via
Cons
  • None

Revainrating 5 out of 5

Overall an awesome platform & excellent support team

I like that they have many different options to choose from when it comes time make your own plan, whether its through their website or by phone with one of there customer service reps! Its not always easy getting people in my area interested which makes this app helpful as well because others can use them too without having me try everything first!! Sometimes you may get stuck between two plans but most likely after trying both out if i didnt feel completely satisfied then just switch back…

Pros
  • That is has good variety choices for investment management services available here locally within my state; also very user friendly/easy