FinanzPortal24 GmbH

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

FinanzPortal24 GmbH
4.82 out of 5
Excellent
688 Reviews
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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...
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Contact information

FinanzPortal24 GmbH
Jägerstr. 1
57299 Burbach
Germany

Contact person
Hubertus Schmidt

Opening hours

Monday 09:00 am-12:30 pm
01:30 pm-05:00 pm

Websites & Profiles

99% Recommended
5 stars 521
4 stars 67
1 star 2
Webinare
Workshop
Anschaffung
Nutzung
Support
Top competencies

Inhalte

4.69 out of 5
67 Reviews

Lernfaktor

4.64 out of 5
67 Reviews

Sachverstand

4.94 out of 5
54 Reviews

599 Reviews on ProvenExpert.com

4.81 out of 5
Excellent
5.00 out of 5
Excellent
Recommendation
that was an extremely detailed answer, and then also via video. It doesn't get any better than that. Merci
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Customer review & rating for:
Support FinanzPortal24 GmbH
05/23/2022Anonymously
5.00 out of 5
Excellent
Recommendation
With this tool, the consultation is more structured and clearly presented for the customer, and thus the customer can make a good decision.
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Customer review & rating for:
Webinare FinanzPortal24
05/23/2022Pius H.
5.00 out of 5
Excellent
Recommendation
Very friendly and solution oriented. Solved and fixed the problem.
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Customer review & rating for:
Support FinanzPortal24 GmbH
05/17/2022Johann G. R.
5.00 out of 5
Excellent
Recommendation
Very good introduction to the tool FinanzPlaner Online.
Thanks
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Customer review & rating for:
Webinare FinanzPortal24
05/12/2022Anonymously
5.00 out of 5
Excellent
Recommendation
The variety of display options is impressive.
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Customer review & rating for:
Webinare FinanzPortal24
05/11/2022Rolf-Peter F.
5.00 out of 5
Excellent
Recommendation
Clear, simple and easy to understand for the customer.
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Customer review & rating for:
Webinare FinanzPortal24
05/11/2022Joachim S.
5.00 out of 5
Excellent
Recommendation
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.
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Customer review & rating for:
Webinare FinanzPortal24
05/11/2022Wolfgang B.
5.00 out of 5
Excellent
Recommendation
Very good presentation in a very short time!
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Customer review & rating for:
Webinare FinanzPortal24
05/11/2022Dieter G.
4.00 out of 5
Good
Recommendation
Developing really well, although it's really starting to get more and more expensive.
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Customer review & rating for:
Webinare FinanzPortal24
05/11/2022Michael K.
4.50 out of 5
Excellent
Recommendation
very structured presentation
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Customer review & rating for:
Webinare FinanzPortal24
05/11/2022Ralf P.
4.50 out of 5
Excellent
Recommendation
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.
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Customer review & rating for:
Webinare FinanzPortal24
05/11/2022Olaf H.
5.00 out of 5
Excellent
Recommendation
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.
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Customer review & rating for:
Webinare FinanzPortal24
05/11/2022Erwin S.
4.75 out of 5
Excellent
Recommendation
Very good presentation, I have already recommended it to two cooperation partners!
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Customer review & rating for:
Webinare FinanzPortal24
05/11/2022Rebekka F.
5.00 out of 5
Excellent
Recommendation
I liked the presentation very much. I find the communicated prices for the online offers a bit too ambitious.
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Customer review & rating for:
Webinare FinanzPortal24
05/10/2022Anonymously
5.00 out of 5
Excellent
Recommendation
I use Finanzportal almost every day and even generate fees with it. This tool simplifies my consultant life. Thank you
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Customer review & rating for:
Webinare FinanzPortal24
05/10/2022Jürgen D.
5.00 out of 5
Excellent
Recommendation
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
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Customer review & rating for:
Webinare FinanzPortal24
05/10/2022Stefan H.
FinanzPortal24 GmbH Comment from FinanzPortal24 GmbH:
Hello dear Mr. Hirtz,

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
5.00 out of 5
Excellent
Recommendation
Absolutely recommended.
This makes consulting fun and minimizes the effort.
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Customer review & rating for:
FinanzPlaner Online
05/09/2022Anonymously
5.00 out of 5
Excellent
Recommendation
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%!
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Customer review & rating for:
Support FinanzPortal24 GmbH
05/03/2022Thomas S.
5.00 out of 5
Excellent
Recommendation
Problem explained well and competently. Prompt callback after the problem-solving video created especially for me did not answer all questions.
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Customer review & rating for:
Support FinanzPortal24 GmbH
04/28/2022Regina V.
5.00 out of 5
Excellent
Recommendation
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
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Customer review & rating for:
Support FinanzPortal24 GmbH
04/27/2022Daniel P.
89 Reviews from
2 other sources
4.86 out of 5
Excellent
4.90 out of 5
Excellent
81 reviews on Google
 
05/19/2022
4.50 out of 5
Excellent
8 reviews on Facebook
 
03/18/2022
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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: 05/23/2022   |  Report profile

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