Introducing FINTRX Dossier Builder

Michaela Barry April 15, 2019

family office dossier builder FINTRX is proud to announce the launch of Dossier Builder, a new add-on feature built within our family office platform. Dossier Builder enables users to export up to ten profiles into a comprehensive investor portfolio, in PDF format, making it a great solution for those preparing for an upcoming roadshow.

 

Features of Dossier Builder include:

  • Convenient, easy-to-digest PDF export - perfect for road shows!
  • Include up to ten dossiers within each dossier list
  • Share and collaborate your Dossier Builder lists amongst your FINTRX team
  • Build and tailor your Dossier list based on your itinerary
  • Combine Dossier Builder with Search Vision to optimize your travel preparation
  • Dossier Builder will feature dynamic updates to the data to ensure you have the most up-to-date investor data available

 

 
Dossier Builder is available to existing clients who have our
LP Pro+ or Buy-Side Pro+ tier of product as well as an add-on functionality. If you're interested in finding out more please get in touch with us.

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