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ONLINE PLATFORM
Family Office & RIA Intelligence Accessible From Anywhere
Easily access, share and collaborate with our cloud based platform. Focus on your tasks - not scrolling through endless spreadsheets and fragmented data sources.
Trusted by the industry's leading financial firms
DATA FEEDS
Bespoke Private Wealth Data Delivered Directly to Your Systems & CRM
Flexible Data Delivery Options
Custom Data Files
Seamlessly Integrate FINTRX Data Within Your Systems
Empowering a single source of truth for best in class private wealth data & research
Custom File Delivery & Exporting
Build custom file delivery options to power your organizations data needs
Multiple Delivery Methods Available
Chose from multiple methods of delivery, formats and Salesforce options
Drive Marketing Campaigns
Leverage FINTRX private wealth data to power your marketing campaigns & outreach
RESILIENCY
Since preparation is a key ingredient to success, our team focuses on resiliency and planning when it comes to customer data.
Get Our Daily Coronavirus Tracker Insights Sent to Your Inbox
Get Our Daily Coronavirus Tracker Insights Sent to Your Inbox
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