THE INDUSTRY LEADER IN REVOLUTIONIZING THE CUSTODIAL STATEMENT
A voice-activated one-step process for clients to retrieve up-to-date investment information, anywhere and anytime.
Insight into your clients investment questions and portfolio concerns through our documented Advisor Dashboard.
Provides instant interactive communications, appointments and notifications between you and your clients.
Fulfills greater transparency, SEC Best Interest Regulations & FINRA Best Practices Regulations.
A better A. I. “Advisor Intelligence.” that delivers what is really on the minds of your financial customers.
FinnTalk is the only voice-activated financial app that delivers financial statement information with the tap of a finger or the sound of a voice.
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