Kristijan Petrovski
Co-founder & Managing Director, FinPortal
Kristijan Petrovski is a co-founder and the managing director of FinPortal. He helped start the company to solve a problem he kept seeing in the field: brokers and advisors lose hours every week to the admin that piles up after client meetings.
He leads product and direction at Finportal GmbH in Winterthur, with a focus on software that does the after-meeting work for advisors while keeping client data on the advisor's own computer.
What I focus on
- Product direction for the self-updating CRM
- Privacy-first, on-device data handling for Swiss and DACH advisors
- Working with founding brokerages during the pilot