EFE

Thola ulwazi oludingayo ukuze likusize likugcine usendleleni eya emigomweni yakho yezezimali. Uhlelo lokusebenza lwe-EFE (ngaphambilini olwalubizwa ngokuthi uhlelo lokusebenza lwe-Fin Engines) luyindlela elula yokufinyelela ama-akhawunti akho.

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

* Buka futhi ulandelele inqubekelaphambili ekufezeni umgomo wakho womhlalaphansi
* Buka iphothifoliyo yakho ephelele kanye nemininingwane ye-akhawunti
* Xhumanisa ama-akhawunti akho angaphandle nomgomo wakho womhlalaphansi
* Buyekeza okuphakelayo komsebenzi wakho, izitatimende zekota, nezibuyekezo zohlelo (okwamalungu Abaphathi Abachwepheshile kuphela)
* Xhuma nomeluleki

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

* Buka isamba sakho se-Net Worth
* Buka iphothifoliyo yakho ephelele kanye nemininingwane ye-akhawunti
* Xhumanisa ama-akhawunti akho angaphandle
* Xhuma nomhleli wakho ngohlelo lokusebenza

Uhlelo lokusebenza lwe-EFE kungenzeka lungatholakali kubo bonke abasebenzisi.

I-Edelman Financial Engines iqanjwe njengefemu engu-#1 Ezimele Yokweluleka Ngezezimali esizweni, iminyaka emine ilandelana.

Iklonyeliswa njalo ngoSepthemba phakathi kuka-2018 no-2021, amazinga “Ephezulu Eyi-100 Ezimele Yokweluleka” akhishwa ngabakwa-Barron asezingeni eliphezulu futhi anomthamo, futhi ahlanganisa izimpahla eziphathwayo, imali engenayo, irekhodi lokulawula, amazinga abasebenzi nokuhlukahluka, ukusetshenziswa kwemali kobuchwepheshe nokuhlela ukulandelana, futhi kusekelwe idatha phakathi kwesikhathi esiyizinyanga eziyi-12. Isinxephezelo esikhokhelwe ukusetshenziswa nokusabalalisa isilinganiso. Isipiliyoni kanye nembuyiselo yabatshalizimali akucatshangwa.

Izinga lango-2018 libhekise ku-Edelman Financial Services, LLC, ehlanganise ibhizinisi layo lokweluleka lilonke nabacebisi bezinjini zezezimali L.L.C. (FEA) ngoNovemba 2018. Kunhlolovo efanayo, i-FEA ithole izinga lenhlanganisela yangaphambili le-12.