Universally, we are all trying to find ways to promote efficiency and best allocate the time we have to execute our roles and responsibilities in the office (or as of late - at home). The FINTRX solution delivers industry-leading family office...
Private Wealth Research & Insights
As Client Success Director, Michaela assists and interacts with our client roster, ensuring that all questions, concerns, and needs are met as well as to introduce new features.
FINTRX is excited to share that we have greatly improved our family office "Keyword" search filter. We have evolved this feature to provide users with the most efficient search tool possible.