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VorFina GmbH

German advisory software helping insurance brokers calculate and present pension and protection gaps

About VorFina GmbH

VorFina GmbH develops consulting software for insurance brokers and financial intermediaries in Germany. The tools turn complex insurance and finance topics into clear, structured results that advisers can show to clients. Its site is in German and says the company has grown over sixteen years.

What VorFina offers

  • Gap calculations — worked results for retirement, disability, long-term care, illness and accident cover.
  • Retirement capital tool — estimates how much capital is needed at retirement to close a pension gap.
  • Custom forms — adjustable forms that automate routine paperwork.
  • Branding options — brokers can present the software under their own identity.
  • Self-employed client module — material for advising people who work for themselves.

Who it works with

Insurance brokers and nationwide financial sales organisations. Two testimonials on the site praise quick support responses.

Key facts

  • Based in: Germany
  • Experience: about 16 years
  • Product type: advisory software for brokers

Profile written by TrustList from the business's own published information, Oct 2026.

Categories & features

What the business tells TrustList

Founded
2010 (16 years) evidence sent

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