Finntalk Client

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.