| Entwickler: | Eyeballs Financial LLC (19) | ||
| Preis: | Kostenlos | ||
| Klassifizierungen: | 0 | ||
| Rezensionen: | 0 Rezension schreiben | ||
| Kommentare: | 0 Kommentar posten | ||
| Listen: | 0 + 0 | ||
| Punkte: | 0 + 0 ¡ | ||
| Google Play | |||
Beschreibung
KEY FEATURES
Voice-Activated Financial Assistant
Ask questions about your accounts using your voice. Get instant answers
about 401(k)s, IRAs, Roth accounts, trusts, and more. Save frequently
asked questions to favorites for quick access.
Portfolio Management
View all your investment accounts in one place. Track stocks, ETFs, mutual
funds, and other assets across multiple custodians including Schwab, TD
Ameritrade, Wells Fargo, Raymond James, RBC, and LPL. See real-time
balances and asset class breakdowns.
Advisor Scheduling
Book appointments with your financial advisor directly from the app. View
upcoming meetings, reschedule when needed, and access your advisor's
contact information.
Statements & Reports
Access your transaction history with powerful filtering options. Download
reports by category and track the status of all your financial activities.
Educational Resources
Explore articles, videos, and podcasts to enhance your financial
knowledge. Use the built-in glossary to understand financial terminology
with audio pronunciations.
Secure & Connected
Link your bank accounts securely. Manage your profile, update your
information, and sign documents digitally—all within a secure environment.
Support When You Need It
Create and track support tickets directly in the app. Get help from your
advisory team whenever you need it.
FinnTalk Household puts the power of wealth management in your hands,
making it easier than ever to stay informed and connected with your
financial future.
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Screenshots
Neue Funktionen
- Version: 1.0
- Aktualisiert:
- Welcome to FinnTalk v1.0!
Your voice-powered financial companion is here:
• Voice Q&A - Ask about your accounts using your voice
• Account Overview - View balances and transactions
• Bank Connectivity - Link your bank accounts securely
• Advisor Meetings - Schedule appointments easily
• Financial Glossary - Learn investment terms
• Resources - Articles, videos & podcasts
• Support System - Get help when you need it
Start your financial conversation today!
Preisentwicklung
- Heute: Kostenlos
- Mindestens: Kostenlos
- Maximale: Kostenlos
Preise beobachten
Entwickler
- Eyeballs Financial LLC
- Plattformen: Android Apps (11) iOS Apps (8)
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Weitere informationen
- Version: 1.0
- Kategorie:
Android Apps›Finanzen - Betriebssysteme:
Android 6.0 - Größe:
23 Mb - Altersfreigabe:
Everyone - Google Play Bewertung:
0 - Aktualisiert:
- Veröffentlichungsdatum:
«Finntalk Client». Plattform: Android. Kategorie: Finanzen. Entwickler: «Eyeballs Financial LLC». Erste Veröffentlichung: . Letzte Aktualisierung: . Aktueller Preis: kostenlos. Dieser Titel hat noch keine Bewertungen oder Rezensionen auf AppAgg erhalten. AppAgg verfolgt den Preisverlauf, Bewertungen und Benutzerfeedback für «Finntalk Client». Verfolgen Sie zukünftige Rabatte und Updates über RSS. AppAgg hostet keine Anwendungen und vertreibt keine Software. Alle Marken, Logos und Screenshots gehören ihren jeweiligen Eigentümern.
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