Finntalk Advisor
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Downloads
Everyone
info
About this app
Finntalk Advisor is the all-in-one professional platform built for financial advisors and household representatives to manage client relationships, streamline communications, and stay organized.
Whether you're scheduling appointments, messaging clients, or handling documents, Finntalk Advisor keeps everything you need in one place.
KEY FEATURES
★ CLIENT MANAGEMENT
• Organize and manage your household clients
• Add favorites for quick access to key clients
• Search and filter your client portfolio
• Track active and inactive client status
★ APPOINTMENT SCHEDULING
• View and manage your calendar with ease
• Create custom event types with colors and durations
• Track upcoming, past, and cancelled appointments
• Get notifications for new appointments
★ SECURE MESSAGING
• Real-time messaging with clients
• Star important conversations
• Track unread messages
• Start new conversations instantly
★ DOCUMENT MANAGEMENT
• Upload and manage important documents
• Collect digital signatures
• Handle PDF files with ease
• Configure document preferences
★ REMOTE INQUIRIES
• Handle client questions efficiently
• View and respond to inquiries on the go
• Contact clients directly from inquiries
• Stay on top of pending requests
★ RESOURCE HUB
• Access articles, videos, and podcasts
• Share valuable content with clients
• Stay updated with curated resources
• Manage your resource library
★ HELP & SUPPORT
• Built-in support ticketing system
• Track ticket status and priority
• Get help when you need it
★ ADDITIONAL FEATURES
• Multi-language support
• Real-time notifications
• Secure authentication
• Clean, intuitive interface
Whether you're scheduling appointments, messaging clients, or handling documents, Finntalk Advisor keeps everything you need in one place.
KEY FEATURES
★ CLIENT MANAGEMENT
• Organize and manage your household clients
• Add favorites for quick access to key clients
• Search and filter your client portfolio
• Track active and inactive client status
★ APPOINTMENT SCHEDULING
• View and manage your calendar with ease
• Create custom event types with colors and durations
• Track upcoming, past, and cancelled appointments
• Get notifications for new appointments
★ SECURE MESSAGING
• Real-time messaging with clients
• Star important conversations
• Track unread messages
• Start new conversations instantly
★ DOCUMENT MANAGEMENT
• Upload and manage important documents
• Collect digital signatures
• Handle PDF files with ease
• Configure document preferences
★ REMOTE INQUIRIES
• Handle client questions efficiently
• View and respond to inquiries on the go
• Contact clients directly from inquiries
• Stay on top of pending requests
★ RESOURCE HUB
• Access articles, videos, and podcasts
• Share valuable content with clients
• Stay updated with curated resources
• Manage your resource library
★ HELP & SUPPORT
• Built-in support ticketing system
• Track ticket status and priority
• Get help when you need it
★ ADDITIONAL FEATURES
• Multi-language support
• Real-time notifications
• Secure authentication
• Clean, intuitive interface
Updated on
Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Personal info
Data isn’t encrypted
You can request that data be deleted
What’s new
Welcome to Finntalk Advisor!
We're excited to launch our all-in-one platform for financial advisors. This release includes:
• Client & Household Management
• Appointment Scheduling with Custom Event Types
• Real-time Messaging
• Document Management with Digital Signatures
• Remote Inquiries System
• Resource Hub (Articles, Videos, Podcasts)
• Help & Support Ticketing
• Multi-language Support
We're excited to launch our all-in-one platform for financial advisors. This release includes:
• Client & Household Management
• Appointment Scheduling with Custom Event Types
• Real-time Messaging
• Document Management with Digital Signatures
• Remote Inquiries System
• Resource Hub (Articles, Videos, Podcasts)
• Help & Support Ticketing
• Multi-language Support
App support
About the developer
EYEBALLS FINANCIAL L.L.C.
rebecca@EyeballsFinancial.com
1100 Cambridge Ln
Newport Beach, CA 92660
United States
+1 818-590-9072
