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3 Ways FINTRX Boosts Workflow Efficiency


In today's fast-paced private wealth landscape, optimizing workflow efficiency is essential for staying ahead of the competition. Having access to reliable and updated information is imperative. However, the true power lies in your ability to leverage that information through highly efficient systems. At FINTRX, we understand the importance of both factors and therefore provide a comprehensive solution that not only offers credible family office and registered investment data but also empowers you with the tools and processes to maximize its true value. Explore how FINTRX combines the power of accurate private wealth data intelligence with streamlined efficiency to enhance your network and deal-making success.

1. Powerful Search & Filter Capabilities Made Simple

The private wealth ecosystem is extremely data-intensive and complex, made up of billions of unique data points and complicated regulatory filings that make finding helpful information both time-consuming and inefficient. Manually searching through websites and SEC filings is not only immensely tedious but often leads to outdated or misleading information as well. This was the exact pain point that led to the creation of FINTRX--a unified source for up-to-date and actionable data on family offices and investment advisors. Our research team has meticulously gathered billions of data points on thousands of investors and made that information not only easily accessible but also presented in a manner that is simple to find and effortless to digest. With over 375 unique search filters, users can instantly parse through large datasets to pinpoint the exact firms, contacts, and investment strategies that they need, saving time and effort and leading to far more effective research and prospecting.

Our Advanced Search features do the heavy lifting for you, digging into every individual data point available to allow for single-click access to investors and contacts based on the most relevant criteria for each user's unique use case.

With FINTRX, users can sort and filter 850,000+ records using data on:PWG Graphics (3)-1

+ Investment Preferences & Allocation History
+ AUM & Account Information
+ Headquarters & Branch Office Locations
+ Direct Investment Data & Trends
+ 13F Current Holdings & Private Funds Advised
+ SMA Allocations & Custodians
+ Rep AUM, Industry Movements & Trends
+ And so much more



Even when our clients are away from the platform, our native AI-powered algorithms continuously ensure all facets of FINTRX are accurate and updated. One such feature that helps maintain this level of efficiency is our Smart Lists. Users are able to build investor and contact smart lists based on any number of search filters or criteria, creating a dynamic listing of all records that fit that criteria. Anytime a family office, registered rep, private wealth group, RIA or firm contact that matches the preset criteria is added or updated within the platform, our technology instantly updates your list to reflect those additions. This automation saves our users valuable time and ensures they have instant access to every relevant firm and contact at all times.

FINTRX does the hard work for you, providing an intuitive and simplified interface that delivers our best-in-class data tailored to your unique needs with a single click.



2. Efficient & Effective Outreach to Key Contacts

It's no secret that when it comes to raising capital for a fund or trying to close deals, it can be difficult to get your foot in the door with investment firms. With hundreds of thousands of industry professionals and countless competitors vying for their business, prospecting the family office or RIA space can be a daunting and time-consuming task. At FINTRX, our goal is to give our users the most efficient 'way in' with these entities, providing search parameters and contact relatability tools that allow you to not only identify the right points of contact but also prep a personalized outreach strategy to make more meaningful connections. FINTRX utilizes powerful AI technology platform-wide to compare you and your team's backgrounds and interests against the family office contacts on our platform, providing detailed insights into commonalities and highlighting contacts that are the most likely to connect with your outreach.

The FINTRX Affinity Module is the single most impactful feature when it comes to expanding our users' networks and creating warmer outreach opportunities. The module leverages commonalities--such as employment & university history, hobbies & interests, charities, board affiliations and more--between users and contacts within the FINTRX database, providing a unique score on the strength of relatability. By analyzing millions of data points each day, Affinity identifies potential relatability areas and offers custom conversation starters, actionable insights, and meaningful intel. This feature allows users to have more personalized and engaging interactions with their contacts, creating a stronger foundation for building relationships. By leveraging Affinity, users can tap into their shared interests, connections, or experiences to establish a genuine connection, enhance their network, and increase the effectiveness of their outreach efforts.

GIF Recording 2023-11-03 at 2.22.19 PM

Another unique networking feature of FINTRX is its Potential Associates algorithm. This algorithm identifies potential connections between different firms and individuals based on alumni roots or former employment history. For users seeking to expand their network and build relationships with specific institutions or individuals in the financial services industry, this algorithm proves to be invaluable. By uncovering these potential associates, users can leverage existing connections to establish meaningful introductions and open doors that might have otherwise remained closed.

In addition, FINTRX provides the fastest way to sort through 850,000+ contacts and industry professionals to identify key decision-makers and relevant prospects, offering information, actionable insights and powerful search filters on key contact data such as:

+ Specific Job Title, Roles & Responsibilities, and Keyword Search
+ Information on Current C-Suite & Investment Committee Members
+ Individual Contact Branch Location Mapped Down to Street Level
+ Data on Personal Backgrounds, Individual AUM, and Industry Tenure & Rankings

By harnessing the power of FINTRX, users are equipped with the tools they need to navigate the private wealth landscape with precision and forge meaningful relationships that drive success.



3. Access to Family Office & RIA Data Anytime, Anywhere

Your time is invaluable, and at FINTRX, we continuously work to provide the tools and data our users need to book meetings and close deals faster and more efficiently. With our iOS Mobile App, users are able to leverage the complete suite of family offices, registered investment advisors, broker dealers, private wealth groups and hundreds of thousands of contacts all in one unified, mobile platform. Whether you're on the road meeting with potentialPWG Graphics-2-2 investors, working from the comfort of your home or simply conducting day-to-day business on your tablet, FINTRX is optimized to provide the data you need and ensure a smooth workflow without tying you to a desk. The mobile app provides the same high-performance tools and features you can expect from the web-based application, maintaining a user-friendly interface and dynamic functionality across all platforms.

Our cloud-based platform allows users to access not only data on investors, firms and contacts but also all custom workflow tools from anywhere in the world on any device. Create tags, share custom lists, log notes and tasks, and so much more directly from your phone or tablet to move through your workday with ease.

FINTRX prides itself on providing users with updated and accurate private wealth data at all times, incorporated seamlessly into your existing workflows and day-to-day schedule. The FINTRX iOS Mobile App ensures that our valuable investment data and powerful prospecting tools are always at your fingertips, empowering you to focus on what matters most.

FINTRX is a unified family office and registered investment advisor (RIA) database that provides comprehensive data intelligence on 850,000+ family office and investment advisor records, ultimately designed to help industry professionals identify, access and map the global private wealth ecosystem. Find relevant decision-makers in a snap with powerful search filters and queries. Uncover the data you need, when you need it, and filter through areas of investment interest, AUM, asset flows, intent signals, potential associates and much more. With data sourced from both public and private sources, FINTRX's team of 75+ researchers work diligently to map, validate and compile data daily to ensure its accuracy so that you can book meetings and close deals with confidence.


To learn more about how FINTRX can turbocharge your deal-making and capital-raising efforts, book a demo below.

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