Mega App
Ein riesen Schritt für die Zukunft von Versicherungsmaklern. Einfache Bedienung und mega gute Funktionen.
About
Manage your client portfolio, contracts, and tasks with an AI assistant designed for financial advisors. Process documents instantly, get daily briefings, and access your client data on the go. Stay updated with push notifications for important reminders and tasks.
✓AI-powered client and contract management
✓Daily briefings and task management
✓Voice-activated AI assistant
✓Instant document processing via mobile
✓Client and contract data access
✓Push notifications for reminders
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What's New in Beraterwelt
1.0.33
October 21, 2026
Der neue KI-Assistent ist da: deutlich schneller, mit mehr Funktionen und auch für umfangreichere Aufgaben. Wenn eine längere Arbeit fertig ist, gibt er dir Bescheid. Außerdem behoben: Absturz beim Start unter iOS 27.
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FAQ
What is Beraterwelt?
Beraterwelt is a mobile application designed for Fonds Finanz brokers to manage their client portfolios, contracts, and daily tasks. It features an AI assistant for quick information retrieval and instant document processing.
Who is Beraterwelt for?
Beraterwelt is exclusively for licensed insurance and financial brokers who are affiliated with Fonds Finanz Maklerservice GmbH. Access requires your existing Beraterwelt login credentials.
How does the AI assistant in Beraterwelt work?
The AI assistant allows you to ask questions verbally, such as 'Which contracts are expiring for Müller?' or 'In which sector do I earn the most?'. It provides immediate answers without the need for typing or manual searching.
Can I process documents with Beraterwelt?
Yes, Beraterwelt allows you to process documents sent via messaging apps. You can photograph, read, and assign documents directly within the app in seconds.
Does Beraterwelt have ads?
No, Beraterwelt does not contain advertisements. The application is free to use for its intended audience.
What devices support Beraterwelt?
Beraterwelt is available on iPhone, iPad, and iPod devices, making it accessible for financial advisors on the go.
How often is Beraterwelt updated?
The latest version of Beraterwelt is 1.0.33, last updated on October 21, 2026. Updates ensure the app remains functional and includes the latest features for brokers.
What is the user rating for Beraterwelt?
Beraterwelt has a high user rating of 4.8 stars based on 6 reviews, indicating strong user satisfaction with its features and performance.