Finntalk Advisor

Finance

Free · Designed for iPad. Not verified for macOS.

Streamline your client relationships. Manage appointments, messages, documents, and resources—all in one professional advisor platform. Finntalk Advisor is the all-in-one professional platform designed for financial advisors and household representatives to efficiently manage client relationships, communications, and appointments. KEY FEATURES • Client Management Organize and manage your household clients with ease. Add favorites for quick access, search and filter your client portfolio, and track active or inactive status. • Appointment Scheduling Create, view, and manage appointments with a comprehensive calendar system. Set up custom event types with color coding, durations, and locations. Never miss a meeting with upcoming appointment notifications. • Secure Messaging Communicate directly with clients through real-time messaging. Star important conversations, track unread messages, and stay connected wherever you are. • Document Management Upload, manage, and collect digital signatures on important documents. Support for PDF handling and document preferences to streamline your paperwork. • Remote Inquiries Handle client questions efficiently with the remote inquiries system. View, respond, and manage client requests from anywhere. • Resource Hub Access and share curated content including articles, videos, and podcasts. Keep your knowledge up to date and share valuable resources with your clients. • Help & Support Built-in ticketing system for support requests. Track ticket status, priority levels, and get the help you need. • Multi-Language Support Work in your preferred language with full internationalization support. Finntalk Advisor helps financial professionals save time, stay organized, and deliver exceptional client service. Download now and transform how you manage your practice.

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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
    14.1 MB
    Category
    Finance
    Compatibility
    Requires iOS 13.0 or later.
    • iPhone
      Requires iOS 13.0 or later.
    • iPad
      Requires iPadOS 13.0 or later.
    • iPod touch
      Requires iOS 13.0 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