10 Tips & Tricks for Utilizing the FINTRX Family Office Platform

As the FINTRX private wealth platform continues to expand in both depth and intelligence, it’s more powerful than ever for those raising capital in the private wealth space. To help you make the most of it, we’ve compiled 10 actionable tips and tricks designed to streamline your experience and sharpen your targeting. From on-the-go tools to best practices for uncovering hard-to-reach investors, this guide offers practical insights for anyone navigating the family office ecosystem—whether you're a seasoned FINTRX user or exploring the platform for the first time.

1. Mile Radius Search & Keyword Search

The 'Mile Radius Search' tool is a great feature for on-the-go use cases, as it helps make travel accommodations a much easier part of your workflow. Within the FINTRX platform, the 'Mile Radius Search' functionality allows users to narrow down searches to a specific geographic region. This is especially helpful for cities that have multiple vicinities or hotspots so to speak. This feature is especially useful for prospecting efforts. Rather than limiting your search to one city, let's say Boston for instance, FINTRX will quickly generate all family offices in the Boston area, anywhere from five to 100 miles outside the city. 

Key Characteristics:

- Facilitates travel matters
- View profiles of all surrounding family offices and contacts within 100 miles of your search
- Easily create lists of different regions to stay organized 

2. Relatability Insight via FINTRX Affinity

Designed to humanize your outreach with investors, the 'Affinity Score' tool works to leverage any commonalities that you have with the 750,000+ contacts in our database. This feature provides unique conversation starters and actionable insights to ensure our users have the opportunity to present warm introductions to investors worldwide.

Our proprietary algorithms slice through millions of data points each day, bringing to the top the family office decision-makers that whom you share commonalities. Quickly parse through investor contacts to determine who you have the most in common. From there, leverage that information to strengthen and maintain long-term connections. We have found this humanized prospecting approach to be a true game-changer for our users.

Your 'Affinity Score' is broken down into four distinct components:

1. Alma Mater & Resume information
2. Interests & Locations (both in and outside of the office)
3. Boards & Charities
4. Designations & Certifications

Key Characteristics:

- Build rapport with 750,000+ private wealth contacts who share your hobbies and interests
- Custom conversation starters to find your best path in
- Your 'Affinity Score' automatically runs and refreshes every night 
- Team-based insights via 'Affinity Extender Seats'

3. News Portal 

Key Characteristics:

- Stay informed on global news concerning alternative wealth space as a whole
- 75+ search filters allow you to quickly narrow down results
- Create bookmarks for easy accessibility 

4. Saved 'Favorites' 

The Favorites feature within the FINTRX platform enables users to easily save and organize key contacts and entities—including family offices, RIAs, advisor wealth teams, and endowments & foundations—into a personalized list titled My Favorites. By simply clicking the star icon on a profile—whether within search results, lists, or the profile itself—users can quickly add firms and individuals to their favorites for easy access and follow-up.

This tool is especially useful for streamlining outreach, helping users track and revisit the most relevant contacts across each firm type. For example, while there may be multiple professionals tied to a single investor profile, users can star the individual best suited for engagement, ensuring their outreach is focused and strategic.

Key Characteristics:

- Easily create a list of favored investors and/or contacts
- Equipped with functionality to sort and filter by 'Favorites'
- Carries throughout the entire FINTRX platform 
- Run searches using your 'Favorites' list 

5. Dynamic Prospect List(s)

Even when users are away from the platform, FINTRX’s intelligent algorithms work behind the scenes to ensure our data remains accurate and up to date across all entity types—including family offices, RIAs, advisor wealth teams, and endowments & foundations. A key feature supporting this effort is Dynamic Lists, which allows users to create custom, auto-refreshing lists based on specific criteria—eliminating the need to constantly re-run searches.

For instance, a user might build a Dynamic List of RIAs in New York with over $1B in AUM and an interest in ESG strategies. If a new firm or contact matching that criteria is later added to the platform, it will automatically appear on the list—ensuring users never miss a relevant opportunity.

Key Characteristics:

- Stay updated on investors that match your unique use-case(s)
- Customize the formatting and sorting of your investor and contact lists
- Removes legwork and increases workflow productivity 

6. Alert Customization

FINTRX users can fully customize their Alert Settings to stay informed on the updates that matter most across family offices, RIAs, advisor wealth teams, and endowments & foundations. With the enhanced Alert Builder, users can choose when and how often to receive notifications—whether it’s new contacts added, profile updates, or breaking news tied to their target universe.

A standout feature within the module is the ability to receive alerts based on Affinity Score updates (as described above). Users can set a preferred Affinity Score range using a simple scrollbar, ensuring they’re notified when new or updated contacts meet their ideal outreach criteria—saving time and sharpening targeting efforts.

Stay Updated On:

- Dynamic lists 
- Favorites 
- News
- New Affinity Matches

Key Characteristics: 

- Customize the frequency and type of alert(s) you wish you receive
- All historical notifications are listed for reference so nothing falls through the cracks

7. Search Vision

Easily visualize the most expansive private wealth database with FINTRX’s proprietary Search Vision technology. This interactive global map displays detailed, street-level views of family offices, RIAs, advisor wealth teams, and endowments & foundations—allowing users to explore geographic concentrations and pinpoint exact firm locations. Whether planning a roadshow or identifying regional investment opportunities, users can seamlessly move from a macro to a micro view to streamline targeting, improve meeting prep, and enhance overall outreach strategy.

Key Characteristics:

- 4,000+ single and multi-family offices are displayed on the 'Search Vision' tool
- An interactive map allows you to view family offices at their street-level location
- Ability to view your lists on the 'Search Vision' map 
- Helps in maximizing your travel plans

8. Clean & Smooth Mobile Application

Access the private wealth research you need—anytime, anywhere. FINTRX Mobile is fully compatible with all mobile devices and optimized for on-the-go use, giving you instant access to detailed insights on family offices, RIAs, advisor wealth teams, and endowments & foundations, no matter where you are.

When launching FINTRX in a web browser, the platform automatically detects mobile or tablet devices and adjusts the interface accordingly. Included with all FINTRX subscriptions, FINTRX Mobile ensures you’re equipped with the data you need, precisely when you need it.

FINTRX Mobile Features:

- Live Feed: Stay in touch with all investor updates and additions in real-time
- Power Search: Query through all investors and contacts within FINTRX with 75+ search filters
- Search Vision: Search through family offices geographically, right down to their street-level view
- Investor Lists: View and access all team lists 
- Saved Searches: View and run all saved searches within FINTRX
- Users can call and/or email contacts directly from their mobile device 
- All interactions save to both the desktop and mobile versions

9. CRM Integration

At FINTRX, we recognize the importance of building strong, personalized relationships across the private wealth landscape. To support this, FINTRX offers direct CRM integrations that enable users to seamlessly document, track, and manage interactions with family offices, RIAs, and advisor wealth teams, all within our proprietary dataset. Whether you're logging meeting notes, tracking outreach, or setting reminders for follow-up, the CRM is designed to centralize your engagement efforts and streamline relationship management from a single platform. 

Key Characteristics:

- Access profiles on 4,200+ family offices, 750,000+ registered reps & 40,000+ RIAs
- Smoothly import emails into the CRM
- Track external conversations with contacts/investors
- Create call notes, activities and reminders to stay organized 
- Real-time updates of notable news and trends to help you get in front of prospects and prep for meetings

10. Family Office Data On-The-Go: PDF Exports 

For our final tip, we’re highlighting the PDF Export add-on feature—also known as the 'Dossier Builder'. This tool allows users to export up to 10 profiles at a time into a professionally formatted PDF portfolio, making it easy to compile key information on family offices, RIAs, and advisor wealth teams for quick reference. Perfect for client meetings, roadshows, or offline prep, the Dossier Builder offers a streamlined way to keep essential data at your fingertips. It’s become a go-to feature for users who need powerful insights on the move.

Key Characteristics:

- Build your portfolio with up to 10 exports every week
- Export full profiles of individual family office investors
- Helps with meeting preparation
- Share hard copies of investor profiles with your colleagues (without having to access the platform)

For an in-depth exploration of the FINTRX private wealth platform, request a demo here.