| Dezvoltator: | Eyeballs Financial LLC (19) | ||
| Preț: | Gratuit | ||
| Clasificări: | 0 | ||
| Recenzii: | 0 Scrie o recenzie | ||
| Comentarii: | 0 Postează comentariu | ||
| Liste: | 0 + 0 | ||
| Punctele: | 0 + 0 ¡ | ||
| Google Play | |||
Descriere
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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Capturi de ecran
Ce este nou
- Versiune: 1.0
- Actualizată:
- 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!
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Dezvoltator
- Eyeballs Financial LLC
- Platforme: Android Aplicații (11) iOS Aplicații (8)
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Informații suplimentare
- Versiune: 1.0
- Categorie:
Android Aplicații›Finanţe - SO:
Android 6.0 - Mărimea:
23 Mb - Evaluarea conținutului:
Everyone - Google Play Evaluare:
0 - Actualizată:
- Data lansării:
«Finntalk Client». Platforma: Android. Categorie: Finanţe. Dezvoltator: «Eyeballs Financial LLC». Prima lansare: . Ultima actualizare: . Prețul actual: gratuit. Acest titlu nu a primit încă evaluări sau recenzii pe AppAgg. AppAgg urmărește istoricul prețurilor, evaluările și feedbackul utilizatorilor pentru «Finntalk Client». Urmăriți reducerile și actualizările viitoare prin RSS. AppAgg nu găzduiește aplicații și nu distribuie software. Toate mărcile comerciale, siglele și capturile de ecran aparțin proprietarilor respectivi.
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