| Ontwikkelaar: | Eyeballs Financial LLC (19) | ||
| Prijs: | Gratis | ||
| Beoordelingen: | 0 | ||
| Recensies: | 0 Schrijf een review | ||
| Reacties: | 0 Plaats reactie | ||
| Lijsten: | 0 + 0 | ||
| Punten: | 0 + 0 ¡ | ||
| Google Play | |||
Beschrijving
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
Wat is er nieuw?
- Versie: 1.0
- Bijgewerkt:
- 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!
Prijsgeschiedenis
- Vandaag: Gratis
- Minimum: Gratis
- Maximaal: Gratis
Prijzen volgen
Ontwikkelaar
- Eyeballs Financial LLC
- Platforms: Android Apps (11) iOS Apps (8)
- Lijsten: 0 + 0
- Punten: 0 + 5 ¡
- Beoordelingen: 0
- Recensies: 0
- Reacties: 0
- Kortingen: 0
- Videos: 0
- RSS: Abonneren
Punten (0)
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Recensies (0)
Schrijf als eerste een review 🌟
Aanvullende informatie
- Versie: 1.0
- Categorie:
Android Apps›Financiën - Besturingssystemen:
Android 6.0 - Grootte:
23 Mb - Beoordeling van content:
Everyone - Google Play Beoordeling:
0 - Bijgewerkt:
- Releasedatum:
«Finntalk Client». Platform: Android. Categorie: Financiën. Ontwikkelaar: «Eyeballs Financial LLC». Eerste uitgave: . Laatste update: . Huidige prijs: gratis. Deze titel heeft nog geen beoordelingen of recensies ontvangen op AppAgg. AppAgg houdt de prijsgeschiedenis, beoordelingen en gebruikersfeedback bij «Finntalk Client». Volg toekomstige kortingen en updates via RSS. AppAgg host geen applicaties en distribueert geen software. Alle handelsmerken, logo's en screenshots zijn eigendom van hun respectievelijke eigenaren.
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