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Vinlivt

4.6 (13 reviews)

Verified profile

What is Vinlivt?
Vinlivt is a platform for insurance brokers, financial advisors, and wealth managers, offering a comprehensive client app solution for financial distribution. The software integrates various features, including client communication through an in-app messenger, contract management, wealth management, multi-banking, and financial reporting.

What integrations does Vinlivt offer?
Vinlivt’s sales automation enables a wide range of integrations in areas like marketing automation, client communication, and lead generation. You can seamlessly connect Vinlivt with systems such as Fonds Finanz Maklerpool and Netfonds. Additionally, tools like TellScale, Bridge, Zoom, and Google Meet can be integrated. These integrations help you optimize workflows within Vinlivt and collaborate even more effectively with current or prospective clients.

Is Vinlivt GDPR-compliant?
Vinlivt operates in compliance with the GDPR, making it a GDPR-compliant communication and client management tool. Moreover, Vinlivt meets bank-level security standards to ensure the highest level of data protection.

How can I use Vinlivt?
A free software demonstration can be scheduled via the website.

This is how users rate the product

9.6

Ease of use

CRM

Average: 8.6

9.3

Meets requirements

CRM

Average: 9

9.2

Customer Support

CRM

Average: 8.7

9.8

Ease of setup

CRM

Average: 8.3

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

Screenshots & Videos

Vinlivt Pricing

Pricing details

Last edited: May 2025

Beraterlizenz Starter

€9.00/ User / month

Für Finanzberater:innen mit §34 GewO

Kunden-App & Portal

Digitales Maklermandat

Chat Messenger

Empfehlungsfunktion

Schadensmeldung

Berater Dashboard

2x Live-Call pro Woche

Beraterlizenz Plus

€89.00/ User / month

Für Finanzberater:innen mit §34 GewO

Alle Starter Funktionen

Multibanking Userinterface

Kontogeführtes Haushaltsbuch

Depot Verknüpfungen

KI Vertragserkennung

KI Finanzanalyse

Telefonischer Support

Whitel Label Add-on

€29.00/ User / month

Zeige deine Corporate Identity über die Kunden-App und nutze Farben und Logo deiner Firma in der App.

Logo auf App Dashboard

Anpassung App Hintergrund

Anpassung App Buttons

Brand CI in App

KI Vertragserkennung Add-on

€29.00/ User / month

Ermögliche deinen Kunden und dir neue Einblicke über Kontoverbindungen via KI Vertragserkennung.

Ausschließlich für Beraterlizenz Starter

Vertragserkennung via Banking

Versicherungsscheinnummer Extraktion

Labeling Versicherungsgesellschaft

Labeling Versicherungstyp

Poolanbindung Add-on

€39.00/ User / month

Verbinde die Vinlivt Welt mit deinem Maklerpool und synchronisiere beide Systeme ohne viel Aufwand.

Datenimport

Datenexport

Dokumentenaustausch

Datensynchronisierung

Media Studio Add-on

€9.00/ User / month

Produziere und versende deine eigenen Erklärvideos und kommuniziere via Content mit deinen Kunden.

Videos aufnehmen

Videos hochladen

Videos versenden

Media Libary

Vinlivt Preise

Vinlivt Downloads

Vinlivt Customer-App7.0 MB Download
Vinlivt Customer-App
Vinlivt Sales-Portal4.8 MB Download
Vinlivt Sales-Portal

Vinlivt Reviews (13)

AI-generated summary

What users say about Vinlivt

Based on 13 reviews

Vinlivt is praised for centralizing customer financial data and enabling efficient communication. Many find its user interface intuitive and appreciate features like automated contract recognition and secure data exchange. Some users mention occasional bugs and a lack of certain broker pool connections, which limits functionality. However, the responsive support team and continuous feature updates contribute to improved customer relationships, streamlined workflows, and time savings for financial advisors.

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