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Start your 14-day pilot

Pick a plan. Cancel anytime, nothing is charged until day 14.

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Two plans, both public

What you get

FinPortal CRM (97): pipeline, browser calling with 600 min/user/month, WhatsApp, client portal.
FinPortal Pro (147): the CRM plus AI that drafts notes, next steps, and follow-ups after every meeting.
Recording, transcription, and AI processing stay on your computer.
Up and running in minutes. No setup call needed.

For a 5-person firm on Pro 735 a month (CHF/EUR) Around a ninth of one loaded Swiss admin hire.

Safe and private

Card details go straight to Stripe.
Processed by Stripe, certified PCI DSS Level 1.
Built for revDSG and GDPR expectations.

Card to start
Nothing charged until day 14
Cancel anytime

Payments by Stripe · Finportal GmbH, Switzerland

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