FinanzPortal24 GmbH has been a pioneer and one of the leading German developers of software for financial service providers since 2002. Founder and managing partner is the former insurance broker Hubertus Schmidt, who has significantly shaped the... software with his 30 years of professional experience in financial services. More than 5,500 consultants and brokers as well as several well-known insurance, brokerage and consulting companies are already satisfied users of FinanzPortal24's software solutions.
The ProvenExpert Quality Seal is awarded to service providers who have received at least 10 customer reviews with a recommendation rate of 90% or higher.
It also makes a lot of sense to work with the retirement planner. It gives the customer a clear idea of the pension gap and sets you apart as an advisor from the product sellers. I have now recognized the retirement planner better. Previously, I mainly used the financial planner to advise on biometric risks.
This program is very well thought out and can also be used very sensibly.
I have already attended several webinars and have been using the Financial Planner Online for over a year. An absolute recommendation for every financial advisor - by far the best advisory software!
The software offers everything you need for financial advice and planning. Due to its large scope, it takes a while to familiarize yourself with it. The support is excellent and offers great assistance and quick response. I would definitely recommend FinanzPlaner Online.
Maximilian Petri helped me a lot today. Top service, he took a lot of time today to explain some questions about the software to me, always happy to continue like this
We have been a paying partner of FinanzPortal24 for several years - unfortunately we have hardly used the tools.
On the one hand, we were able to see from today's event that contributions were well invested. On the other hand, I think that in view of the innovations - cloud-based and interface to our MVP (keasy) - I can inspire the employees to now use the tools consistently. I asked everyone to listen to the recording.
My experience and rating is definitely 5 stars. The support is very fast (usually in a few hours the answer is there): sometimes with text by e-mail and sometimes with video recording of the screen and mouse (very practical to understand better). The whole team at FinanzPortal24 is professional and helpful. For difficult issues, there was always the right contact person to find a solution. In just a few months, the FinanzPortal24 team has become an important partner that allows me to act even more professionally as an advisor to clients. Thank you very much! Marco Sarzi Amade
The support options are great! The response time too.
One small drawback: sometimes the support team doesn't read the questions carefully. However, queries are answered promptly and all questions so far have been resolved to my complete satisfaction.
All reviews and experiences about FinanzPortal24 GmbH are the subjective opinions of those who compose and submit them | The profile owner is responsible for the contents of this page |
Profile active since 11/02/2015 | Last update: 04/26/2024
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