<img height="1" width="1" style="display:none" src="https://q.quora.com/_/ad/1ac644d4c3f54087bef4289a089c9d7c/pixel?tag=ViewContent&amp;noscript=1">

Family Office Contact Responsibilities

Michaela Barry May 21, 2019

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. A few highlights below:

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 

 

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. 

FINTRX Updates

Michaela Barry

Michaela Barry

Client Engagement Associate

About Fintrx

FINTRX was developed by the founders of Capital Hedge, a data research and consulting firm founded in 2007 with a specialty in providing alternative investor research and family office database intelligence to global investment managers. FINTRX is the result of years of client feedback, each looking for a more efficient and organized way to raise capital. By providing continuously updated data, capital raising tools, CRM technology, distribution list creation, and sending capabilities, FINTRX is asset raising simplified.

featured Post

Sofia is an employment lawyer, who advises ultra-high-net-worth clients on private staffing and a wide range of other issues. She advises on ...
Darragh heads up DOS & Co., the London Virtual Family Office which caters for wealthy families and individuals who have operations, properties or ...
 Breakdown of Industry Best Practices