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.
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.
We have been looking for the right program to implement DIN 77230, which also works with our MVP, for a long time and have finally found it. Extremely helpful additional programs. Almost perfect. A very clear recommendation.
super satisfied and service-oriented Mr. Petri and Mr. Aslan, thank you very much, your explanations and patience will make me more confident in the future in consulting in order to be able to close the "gaps", which usually exist well.
Thank you for your great work, you both deserve a raise :-)
U.B.
Fast and easy video support. Can recommend the software as well as the support without reservation. Also with regard to customer calculations for members of a professional pension scheme e.g. lawyers.
Many thanks at this point and keep up the good work!
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Profile active since 11/02/2015 | Last update: 03/16/2024
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