Finntalk Client

Finance

Free · Designed for iPad. Not verified for macOS.

Manage your wealth with ease. Ask questions using your voice, track portfolios, schedule advisor meetings, and access financial resources all in one place. 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.

Ratings & Reviews

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The developer, Eyeballs Financial LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Not Collected

    The developer does not collect any data from this app.

    Privacy practices may vary, for example, based on the features you use or your age. Learn More

    Accessibility

    The developer has not yet indicated which accessibility features this app supports. Learn More

    Information

    Seller
    Eyeballs Financial LLC
    Size
    16.7 MB
    Category
    Finance
    Compatibility
    Requires iOS 14.0 or later.
    • iPhone
      Requires iOS 14.0 or later.
    • iPad
      Requires iPadOS 14.0 or later.
    • iPod touch
      Requires iOS 14.0 or later.
    • Mac
      Requires macOS 11.0 or later and a Mac with Apple M1 chip or later.
    • Apple Vision
      Requires visionOS 1.0 or later.
    Languages
    English
    Age Rating
    16+
    Copyright
    © 2025 FinnTalk. All rights reserved.
  • Privacy Policy

    • More by Eyeballs Financial LLC