FinanzPortal24 GmbH

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

FinanzPortal24 GmbH
868 Reviews i
published (99 %)
out of 869 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

Review from 03/08/2024  
4.67 out of 5
Excellent
Recommendation
Anschaffung
Nutzung
Gesamtbeurteilung
Top competencies

Inhalte

4.73 out of 5
80 Reviews

Lernfaktor

4.62 out of 5
82 Reviews

Sachverstand

4.95 out of 5
64 Reviews

747 Reviews on ProvenExpert.com

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.
4.67 out of 5
Excellent
Recommendation
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.
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Customer review & rating for:
Support FinanzPortal24 GmbH
02/06/2024Bodo B.
5.00 out of 5
Excellent
Recommendation
Great support, very prompt feedback. Thank you very much!
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Customer review & rating for:
Support FinanzPortal24 GmbH
01/31/2024Karin E.
5.00 out of 5
Excellent
Recommendation
Very competent and fast help. That helps a lot to work through the open issues quickly.
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Customer review & rating for:
Support FinanzPortal24 GmbH
01/30/2024Michael V.
5.00 out of 5
Excellent
Recommendation
I really like the concept overall!
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Customer review & rating for:
Exklusiv-Webinar:"Generationenberatung und finanzielle Sicherheit mit dem FinanzPlaner Online und JURA DIREKT"
01/25/2024Robert W.
5.00 out of 5
Excellent
Recommendation
A very plausible and well-structured presentation. Explained in a practice-oriented way.
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Customer review & rating for:
Exklusiv-Webinar:"Generationenberatung und finanzielle Sicherheit mit dem FinanzPlaner Online und JURA DIREKT"
01/25/2024Manfred C.
5.00 out of 5
Excellent
Recommendation
Top, very informative. I get a lot of impulses
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Customer review & rating for:
Exklusiv-Webinar:"Generationenberatung und finanzielle Sicherheit mit dem FinanzPlaner Online und JURA DIREKT"
01/25/2024A. B.
5.00 out of 5
Excellent
Recommendation
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.
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Customer review & rating for:
FinanzPlaner Online
01/12/2024Thomas K.
5.00 out of 5
Excellent
Recommendation
Fast and perfect content processing
Finanzportal 24 is by far the best software for financial service providers
I am more and more enthusiastic
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Customer review & rating for:
Support FinanzPortal24 GmbH
12/13/2023Stefan Hirtz Swiss Life S.
5.00 out of 5
Excellent
Recommendation
Very fast and competent help with questions about the applications.
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Customer review & rating for:
Support FinanzPortal24 GmbH
11/22/2023Anonymously
5.00 out of 5
Excellent
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.
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Customer review & rating for:
FinanzPlaner24
11/15/2023U.
5.00 out of 5
Excellent
Recommendation
Perfect support! It's nice to be able to rely on your business partners like this. Daniel Engels
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Customer review & rating for:
Support FinanzPortal24 GmbH
11/10/2023Daniel E.
5.00 out of 5
Excellent
Recommendation
Comprehensible explanation and above all practical
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Customer review & rating for:
Die „neue“ Finanzanalyse DIN 77230 – mit 9 Bedarfsfeldern zu mehr Umsatz!
11/09/2023Ronny W.
5.00 out of 5
Excellent
Recommendation
The speaker was very competent and explained the content simply and clearly! :)
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Customer review & rating for:
Die „neue“ Finanzanalyse DIN 77230 – mit 9 Bedarfsfeldern zu mehr Umsatz!
11/09/2023Marina D.
5.00 out of 5
Excellent
Recommendation
Very clear detailed presentation of the program
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Customer review & rating for:
Die „neue“ Finanzanalyse DIN 77230 – mit 9 Bedarfsfeldern zu mehr Umsatz!
11/09/2023Anonymously
5.00 out of 5
Excellent
Recommendation
Super fast response to my request! Keep up the good work - thank you
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Customer review & rating for:
Support FinanzPortal24 GmbH
11/08/2023V.
5.00 out of 5
Excellent
Recommendation
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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Customer review & rating for:
Support FinanzPortal24 GmbH
10/25/2023Anonymously
121 Reviews from
2 other sources
4.86 out of 5
Excellent
4.90 out of 5
Excellent
105 reviews on Google
 
03/16/2024
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: 03/16/2024   |  Report profile

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