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Retirement Planning Website

Published 11/24/2009 and rated Ratingstars2 2 out of 5 stars
by AppAppeal Editor
Deadpooled, not active anymore
What can you use the app for? is a Web 2.0 suite of financial planning applications for optimized retirement planning. Users can consolidate all of their retirement plans in one place using the eAggregator tool. The eAllocator tool can be used to allocate resources based on the amount and type of risk the user is willing to undergo. The eFunds tool can help users find and track good investment funds. At time of review, the eAggregator and eFunds tools were not yet available. The eAllocator tool works by having the user fill out a questionnaire that determines the user's attitude towards risks, then makes recommendations for allocating based on that attitude. The site also includes resources for doing a rollover of a retirement account, and educational resources on retirement and investment planning.

Users have a Member Center, where they have access to all of the tools and resources available on the site. These include eAggregator, eAllocator, eFunds and Rollover Your 401K. When the eFunds and eAllocator tools come online, the user will be able to view investment data from over 9,400 sources. eAggregator will allow the user to look at the total amount invested in all of their funds and see at a glance how their overall portfolio is doing. The eFunds tool will be useful for finding new funds in which to invest. The site is also in the process of building a database of financial advisors to assist the user in locating a new financial advisor.

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What is the history and popularity of the app?

Atlanta, GA- based was launched in June 2008 by co-founders Corbett Gilliam and Mike Rowan. Tim Harrington is currently CEO, while Corbet Gilliam is VP of Business Development and Mike Rowan is VP of Marketing Development. The site should experience a considerable growth in traffic when they release their eAggregator and eFunds tools.

eRollover was renamed to FiPath in 2011.

What are the differences to other apps?

Competition to comes from traditional financial planning sites like Fidelity and UBS. While these sites concentrate on services they provide, eRollover is designed to work with a wide variety of services. The eAggregator will be a unique web application once released, and the eFunds tool will contain the largest online database of funds and performance data.

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How does the web app look and feel to use?

The eRollover site has a very clean and uncluttered look and feel. The tools provided by the site work well and are easy to use. Navigation is intuitive and the site is quite responsive, with page loads happening quickly. Advertising is displayed on the site, but it is relatively unobtrusive.

How does the registration process work?

A free registration is required to use the tools offered by the eRollover site. The registration process asks for first and last name, username, password, email address, address, city, state, zip and phone number. Validation of the email address is required to sign in to the site.

What does it cost to use the application?

Registration is free and there is no premium membership to the site offered.

Who would you recommend the application to?

The site is recommended to any user who has retirement accounts to track. The ability to consolidate them in one place is a large convenience, so the eAggregator tool should prove very useful when released. Currently the eAllocator and Rollover tools work well, and there is a good deal of quality educational material available on the site.

  • Offers a suite of financial and investment planning tools
  • Not all of the tools are currently available
  • eAggregator (not yet available) will allow the user to view all of their retirement accounts as a whole
  • eFunds (not yet available) will allow users to search for and locate new funds to invest in
  • eAllocator gives advice on allocating resources to different investments based on the user's attitude towards risk
  • 401(K) Rollover tool provides easy rollover of existing 401(K) plans
  • Site is run by a group of professionals with a solid background in the financial industry

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FREE - Permanently free version




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