FinanzPortal24 GmbH

Software, DIN 77230, financial consulting, FinanzPlaner, broker, financial service provider

FinanzPortal24 GmbH
TOP SERVICE PROVIDER 2024
TOP RECOMMENDATION 2024
4.83 out of 5
Excellent
918 Reviews
Contact information
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...

Contact information

FinanzPortal24 GmbH
Jägerstr. 1
57299 Burbach
Germany

Contact person
Hubertus Schmidt

99% Recommended
Top competencies

Inhalte

4.72 out of 5
82 Reviews

Lernfaktor

4.62 out of 5
84 Reviews

Sachverstand

4.95 out of 5
64 Reviews

774 Reviews on ProvenExpert.com

4.83 out of 5
Excellent
5.00 out of 5
Excellent
Recommendation
Timing very good and the common thread clearly recognizable. Very good. Thank you.
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Customer review & rating for:
Umsatzhebel Versorgungsstatus - Wie Sie mit den Biometrischen Risiken Ihren Umsatz verxfachen!
05/23/2024Heiko A.
5.00 out of 5
Excellent
Recommendation
A holistic presentation is possible for the customer and is also accepted. As a rule, I come to several conclusions with the customer. The consultation can also be called up again and updated for a new consultation (service call). I start with the customer's input and goals/wishes. With the following priorities, I then also have a discussion guide (sequence) for the topics of conversation. This also provides the basis for discussing several topics with the customer.
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Customer review & rating for:
Umsatzhebel Versorgungsstatus - Wie Sie mit den Biometrischen Risiken Ihren Umsatz verxfachen!
05/23/2024Johann G. R.
5.00 out of 5
Excellent
Recommendation
Mr. Mehmet Aslan took a lot of time to explain the portal to me in detail. You can tell that there is great support here. The service and support are simply excellent. I can only recommend it. The portal is an enrichment for the comprehensive advice we provide to our clients.
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Customer review & rating for:
FinanzPlaner Online
05/22/2024Anonymously
5.00 out of 5
Excellent
Recommendation
Sometimes it is small causes that hinder the path to the desired result.
The support team at FinanzPortal24 helps promptly, competently and reliably.
Thank you and keep up the good work!
For me, this has been one of the best analysis and consulting programs for financial service providers for decades.
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Customer review & rating for:
Support FinanzPortal24 GmbH
04/30/2024Anonymously
5.00 out of 5
Excellent
Recommendation
Lots of well thought-out tools and constant further development of the software. Great online training courses!
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Customer review & rating for:
Exklusive-Webinar-Reihe: Verdoppeln, verdreifachen, verfünffachen? So steigern Sie Ihren Umsatz mit unserer Ruhestandsplanung in neue Sphären!
04/26/2024Anonymously
5.00 out of 5
Excellent
Recommendation
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.
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Customer review & rating for:
Exklusive-Webinar-Reihe: Verdoppeln, verdreifachen, verfünffachen? So steigern Sie Ihren Umsatz mit unserer Ruhestandsplanung in neue Sphären!
04/25/2024Johann G. R.
5.00 out of 5
Excellent
Recommendation
Great presentation and interesting, but also complex tools.
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Customer review & rating for:
Exklusive-Webinar-Reihe: Verdoppeln, verdreifachen, verfünffachen? So steigern Sie Ihren Umsatz mit unserer Ruhestandsplanung in neue Sphären!
04/25/2024E.
5.00 out of 5
Excellent
Recommendation
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!
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Customer review & rating for:
Exklusive-Webinar-Reihe: Verdoppeln, verdreifachen, verfünffachen? So steigern Sie Ihren Umsatz mit unserer Ruhestandsplanung in neue Sphären!
04/25/2024Tim B.
4.00 out of 5
Good
Recommendation
Practical, good useful arguments, somewhat hectic
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Customer review & rating for:
Exklusive-Webinar-Reihe: Verdoppeln, verdreifachen, verfünffachen? So steigern Sie Ihren Umsatz mit unserer Ruhestandsplanung in neue Sphären!
04/25/2024A.
5.00 out of 5
Excellent
Recommendation
Very professional, practice-oriented and always one step ahead. Top development...keep up the good work...Many thanks for your training.
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Customer review & rating for:
Exklusive-Webinar-Reihe: Verdoppeln, verdreifachen, verfünffachen? So steigern Sie Ihren Umsatz mit unserer Ruhestandsplanung in neue Sphären!
04/25/2024Lucia R. aus B.
5.00 out of 5
Excellent
Recommendation
Structured presentation, good introduction to the tool,
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Customer review & rating for:
Exklusive-Webinar-Reihe: Verdoppeln, verdreifachen, verfünffachen? So steigern Sie Ihren Umsatz mit unserer Ruhestandsplanung in neue Sphären!
04/25/2024Nikolas T.
4.89 out of 5
Excellent
Recommendation
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.
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Customer review & rating for:
FinanzPlaner Online
04/19/2024Sascha D.
4.94 out of 5
Excellent
Recommendation
Super support! Can only warmly recommend Mr. Aslan!
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Customer review & rating for:
FinanzPlaner Online
04/18/2024Rüdiger M.
5.00 out of 5
Excellent
Recommendation
For the detailed advice and presentation of the software.
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Customer review & rating for:
FinanzPlaner Online
04/15/2024Sven und Claudia S.
4.93 out of 5
Excellent
Recommendation
The application is technically and visually state-of-the-art. That's why I opted for this consulting tool.
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Customer review & rating for:
FinanzPlaner Online
03/25/2024Martin L.
5.00 out of 5
Excellent
Recommendation
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
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Customer review & rating for:
FinanzPlaner Online
03/22/2024Achim B.
4.67 out of 5
Excellent
Recommendation
Top introduction to the effective and valuable product by Mr. Aslan
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Customer review & rating for:
FinanzPlaner Online
03/08/2024Anonymously
4.93 out of 5
Excellent
Recommendation
great graphic presentation and therefore understandable for the customer.
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Customer review & rating for:
FinanzPlaner Online
03/07/2024Hans B.
5.00 out of 5
Excellent
Recommendation
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.
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Customer review & rating for:
Einstiegs Webinar - Der 360° Blick mit FinanzPlaner Online
02/29/2024Anonymously
5.00 out of 5
Excellent
Recommendation
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
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Customer review & rating for:
Support FinanzPortal24 GmbH
02/12/2024Marco Francesco Sarzi A.
144 Reviews from
2 other sources
4.87 out of 5
Excellent
4.90 out of 5
Excellent
128 reviews on Google
 
06/15/2024
4.60 out of 5
Excellent
16 reviews on Facebook
 
10/15/2023
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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: 06/15/2024   |  Report profile

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