NEWS AND INSIGHTS FROM FINTRX
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:
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.