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New Release: Family Office Contact Responsibilities

March 20, 2020

FINTRX is excited to share that we have added "Contact Responsibilities" to the contacts' module in each family office dossier. Users can now immediately target the applicable contact of focus for their outreach. 

Contact Responsibilities Field:

  • - Outline of each contact's core job responsibilities at the family office at hand
  • - Easily identify which person you are looking to contact
  • - Promotes time-saving and efficient outreach 

Contact Responsibilities

You will find the "Contact Responsibilities" bulleted section right under each contact's profile defining their role.

As always, please let us know if you have any questions. We are continuing to evolve the FINTRX solution to optimize your experience. 

For more information, request a free trial for a deep-dive into the FINTRX solution.

Written by: Michaela Barry

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.

Michaela Barry
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