Kehittäjä: Eyeballs Financial LLC (19)
Hinta: Ilmainen
Rankingissa: 0 
Arvostelut: 0 Kirjoita arvostelu
Kommentit: 0 Lähetä kommentti
Listat: 0 + 0
Pisteet: 0 + 0 ¡
Google Play

Kuvaus

Finntalk Client
FinnTalk Household is your comprehensive wealth management companion, designed to bridge the gap between you and your financial advisor.

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.
Lisää ↓
Ad

Näyttökuvat

#1. Finntalk Client (Android) Tekijänä: Eyeballs Financial LLC
#2. Finntalk Client (Android) Tekijänä: Eyeballs Financial LLC
#3. Finntalk Client (Android) Tekijänä: Eyeballs Financial LLC
#4. Finntalk Client (Android) Tekijänä: Eyeballs Financial LLC
#5. Finntalk Client (Android) Tekijänä: Eyeballs Financial LLC
#6. Finntalk Client (Android) Tekijänä: Eyeballs Financial LLC
#7. Finntalk Client (Android) Tekijänä: Eyeballs Financial LLC
#8. Finntalk Client (Android) Tekijänä: Eyeballs Financial LLC

Uutta

  • Versio: 1.0
  • Päivitetty:
  • 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!

Hintahistoria

  • Tänään: Ilmainen
  • Vähintään: Ilmainen
  • Enintään: Ilmainen
Seuraa hintoja

Kehittäjä

Pisteet (0)

0 ☹️

Rankingissa (0)

0 ☹️

Listat (0)

0 ☹️
  • Finntalk Client

Arvostelut (0)

Ole ensimmäinen tarkistaa 🌟

Lisätietoja

«Finntalk Client». Alusta: Android. Luokka: Talous. Kehittäjä: «Eyeballs Financial LLC». Ensimmäinen julkaisu: . Viimeisin päivitys: . Nykyinen hinta: ilmainen. Tämä nimike ei ole vielä saanut arvioita tai arvosteluja AppAggissa. AppAgg seuraa hintahistoriaa, luokituksia ja käyttäjien palautetta «Finntalk Client». Tulevat alennukset ja päivitykset: RSS:n kautta. AppAgg ei isännöi sovelluksia tai jaa ohjelmistoja. Kaikki tavaramerkit, logot ja kuvakaappaukset kuuluvat omistajilleen.

Kommentit (0)

Ole ensimmäinen kommentoija 🌟
Finntalk ClientFinntalk Client Lyhennetty URL: Kopioitu!
  • 🌟 Jaa
  • Google Play
Ad

Saatat myös pitää

    • Client Office Associates
    • Android Sovellukset: Talous  Tekijänä: Client Office Associates
    • Ilmainen  
    • Listat: 0 + 0  Rankingissa: 0  Arvostelut: 0
    • Pisteet: 0 + 0  Kommentit: 0  Versio: 1.4.2   Client Office Associates MF Investments App is for the clients of Client Office Associates. The app offers an overview of your investments, which is updated daily to reflect market ...
        ⥯ 
    • Client Tracking Portal
    • Android Sovellukset: Talous  Tekijänä: Client Tracking Portal
    • Ilmainen  
    • Listat: 0 + 0  Rankingissa: 0  Arvostelut: 0
    • Pisteet: 0 + 36 (4.2)  Kommentit: 0  Versio: 1.2.5   In this application, you can view the status of your credit restoration process such as your credit score progress, items in dispute, and deleted. You can also send documents and ...
        ⥯ 
    • Client First Tax and Wealth
    • Android Sovellukset: Talous  Tekijänä: Client First Tax and Wealth
    • Ilmainen  
    • Listat: 0 + 0  Rankingissa: 0  Arvostelut: 0
    • Pisteet: 0 + 0  Kommentit: 0  Versio: 1.94   The Client First Tax and Wealth Advisors mobile app is designed exclusively for Client First Tax and Wealth Advisors clients. Clients using the mobile app will be able to view ...
        ⥯ 
    • Finntalk Advisor
    • Android Sovellukset: Talous  Tekijänä: Eyeballs Financial LLC
    • Ilmainen  
    • Listat: 0 + 0  Rankingissa: 0  Arvostelut: 0
    • Pisteet: 0 + 0  Kommentit: 0  Versio: 1.0   Finntalk Advisor is the all-in-one professional platform built for financial advisors and household representatives to manage client relationships, streamline communications, and stay ...
        ⥯ 
    • Client Payment Reminder
    • Android Sovellukset: Talous  Tekijänä: MALUMAIS INVESTMENTS LIMITED
    • Ilmainen  
    • Listat: 0 + 0  Rankingissa: 0  Arvostelut: 0
    • Pisteet: 0 + 0  Kommentit: 0  Versio: 1.0.0   Client Payment Reminder - Your Complete Payment Management Solution Never miss a payment again! Client Payment Reminder is a powerful, easy-to-use app designed to help you track client
        ⥯ 
    • Client Portal by ZealousWeb
    • Android Sovellukset: Talous  Tekijänä: ZealousWeb Technologies
    • Ilmainen  
    • Listat: 0 + 0  Rankingissa: 0  Arvostelut: 0
    • Pisteet: 0 + 0  Kommentit: 0  Versio: 1.3   Client Portal by ZealousWeb is a secure and easy-to-use app designed to keep clients connected with their projects. The app provides a simple way to stay informed, track progress, and ...
        ⥯ 
    • Client Visit by AGRIBANK
    • Android Sovellukset: Talous  Tekijänä: AGRIBANK
    • Ilmainen  
    • Listat: 0 + 0  Rankingissa: 0  Arvostelut: 0
    • Pisteet: 0 + 0  Kommentit: 0  Versio: 2.1104.16   Client Visit Monitoring for active and prospect clients, Adding the client details realtime Show the list of client on my area handle
        ⥯ 
    • Client Access
    • Android Sovellukset: Talous  Tekijänä: Raymond James
    • Ilmainen  
    • Listat: 0 + 0  Rankingissa: 0  Arvostelut: 0
    • Pisteet: 0 + 341 (3.0)  Kommentit: 0  Versio: 4.18.5   Client Access gives you a powerful, convenient and secure way to view your accounts online anytime. It is optimized for your mobile device, so you can securely manage your investment ...
        ⥯ 
    • Client Room – OnsaFX
    • Android Sovellukset: Talous  Tekijänä: GILLIAN
    • Ilmainen  
    • Listat: 0 + 0  Rankingissa: 0  Arvostelut: 0
    • Pisteet: 0 + 0  Kommentit: 0  Versio: 1.0.3   Client Room is the dedicated mobile companion for OnsaFX clients. Review your trading status, explore investor categories, follow market insights, and stay connected with the success ...
        ⥯ 
    • Client Portfolio Management
    • Android Sovellukset: Talous  Tekijänä: SEGUNDO FAJARDO
    • * Ilmainen  
    • Listat: 0 + 0  Rankingissa: 0  Arvostelut: 0
    • Pisteet: 0 + 224 (3.7)  Kommentit: 0  Versio: 425   LA DIARIA is a powerful tool designed to help you efficiently manage and organize your client portfolio. Keep full control of payments, track collections, save GPS locations, and ...
        ⥯ 
    • Client Matters
    • Android Sovellukset: Talous  Tekijänä: Moneyinfo Ltd
    • Ilmainen  
    • Listat: 0 + 0  Rankingissa: 0  Arvostelut: 0
    • Pisteet: 0 + 0  Kommentit: 0  Versio: 4.6.1   Just imagine, organised financial information at your fingertips. One place for everything financial. The Client Matters app is a service provided by Wellington Wealth and powered by ...
        ⥯ 
    • Client Matrix
    • Android Sovellukset: Talous  Tekijänä: Ross Mckinley
    • Ilmainen  
    • Listat: 0 + 0  Rankingissa: 0  Arvostelut: 0
    • Pisteet: 0 + 0  Kommentit: 0  Versio: 1.0.9   Introducing Client Matrix Accountant's CRM, a state-of-the-art application tailored for consulting and professional service businesses. This innovative platform serves as both a client
        ⥯ 
    • Altruist Client
    • Android Sovellukset: Talous  Tekijänä: Altruist Client
    • Ilmainen  
    • Listat: 0 + 0  Rankingissa: 0  Arvostelut: 0
    • Pisteet: 0 + 239 (4.8)  Kommentit: 0  Versio: 4.0.21   Altruist gives you full access to your investments and your Altruist financial advisor. Download the Altruist Client app to view and track the progress of your investments so you can ...
        ⥯ 

Saatat myös pitää

AppAggissa käytettävät hakuoperaattorit
Lisää AppAggiin
AppAgg
Aloita - se on ilmainen.
Rekisteröidy
Kirjaudu sisään