FinWealthSupport

4.8 (3 reviews)

Verified profile

What is FinWealthSupport?

FinWealthSupport is CRM software for financial service providers, based on TecArt®. It manages contacts, appointments, emails, leads, contracts, invoices, and projects. Optional add-ons like phone system integration or DATEV interface are available. Pricing is available upon request from the provider. As a financial service provider, you can get started right away without any major programming effort or costs!

This is how users rate the product

Ease of use

Financial Services CRM

Average: 7.9

Meets requirements

Financial Services CRM

Average: 8.5

9.5

Customer Support

Financial Services CRM

Average: 7.8

Ease of setup

Financial Services CRM

Average: 7.3

Global features

Setup & support

Cloud

On-premise

24/7 support

German-speaking support

Data Privacy

Server location DE

Server location EU

Only EU companies affiliated

EU standard contract

Versions

Free version

Free trial

FinWealthSupport Pricing

Pricing details

Last edited: May 2025

Business

From €149.00/ Month

Das All Inclusive Paket für alle Unternehmensbereiche im Finanzdienstleistungsbereich inklusive Tools zum Vertrags- und Rechnungsmanagement.

2 Customer

Kontakte & Aufträge

10 GB Dateien

Vertragswesen

Rechnungen / E-Rechnungen

Leads

Emailclient

Kalender/Buchungskalender

DATEV-Connector

Anrufe

Dokumente

Notizen

Formularkonfigurator

Workflows

Projekte Immobilienmanagement und Co.

Free trial version (14 days)

FinWealthSupport Downloads

Factsheet_CRM585.2 KB Download
Factsheet_CRM

FinWealthSupport Reviews (3)

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