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.
a tool that not only allows but also forces a structured, time-saving, detoxifying, holistic process and thus establishes intensive customer loyalty. You can also pleasantly feel the handwriting of practitioners.
I think that this opens up many new opportunities for comprehensive consulting. For us, this results in a better customer relationship, professionalism towards the client and new sales opportunities.
I have been using the financial planner for many years and it has often generated additional sales. This is due to the fact that the customer is shown the actual gaps in the individual areas (BU, AV; retirement planning).
The explanations given in the webinar were very comprehensible and implementable for me.
I use the financial planner daily in my consultations
it is practical and with high added value for me
The support is excellent
Thank you for this great software
Stefan Hirtz Swiss Life Select
Mr. F. B. in support and sales called back immediately about 15 minutes after my mail request wg. problems with a calculation and then patiently listened to my problems and created through a WebConfernce on my computer the required inputs with me. Conclusion- problem of the calculation was solved 100%!
We are very satisfied with the company and the software Finanzplaner!
The customer support was always able to help us immediately with questions about calculations or software settings!
In particular, I would like to mention Mr. Rinck from customer support, he is a really competent employee and also willing to go the "extra mile"!
Thanks again and keep up the good work,
Daniel Pacyna
Insurance Office Robert Mang GmbH
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: 05/23/2022
| Report profile
Quality assurance is the top priority of ProvenExpert's terms of use and evaluation guidelines.
However, should you feel that a review is in violation of our guidelines, you can submit a request to have the review assessed by the ProvenExpert quality assurance team by using the following contact form.
Thank you very much for your great feedback.
We are really happy that you like the software and our service so much.
We wish you much success and will of course continue to be there for you.
With best regards
Your team from FinanzPortal24 GmbH