Finntalk Advisor

By Eyeballs Financial LLC on AppTrack Ninja.

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 upcomin…

Categories: Finance

App Store rankings, screenshots, estimates and similar apps for Finntalk Advisor.