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New Release: Family Office Dossier Builder

March 20, 2020

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. The 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 Overview

 
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!

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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