Supercharge Your LinkedIn Workflow with the FINTRX 360 Plugin

What is FINTRX 360?

At its core, FINTRX 360 is a sophisticated plugin tool available through the FINTRX Google Chrome and Microsoft Edge browser extensions. Its purpose is to bridge the gap between your LinkedIn experience and our extensive database, offering a robust suite of data intelligence and prospecting capabilities—right within the LinkedIn platform in a unified, easy-to-use interface.

When activated in your browser, FINTRX 360 populates our native data into the LinkedIn profile of every family office contact, investment advisor, or registered rep covered within the FINTRX platform. As you navigate LinkedIn, FINTRX 360 works behind the scenes—pulling in valuable insights on both the contact and their associated firm—so you spend less time researching across platforms and more time uncovering opportunities and making meaningful connections.

Why FINTRX 360?

More Efficient Research

FINTRX 360 provides instant access to critical information including direct contact details, office locations, SEC links, comprehensive bios, and more, all embedded directly within LinkedIn. Uncover new business opportunities and gain a competitive edge by analyzing firm AUM, investment preferences, and growth trends linked to your prospects.

Simplified Due Diligence & Compliance Processes

Navigate compliance and due diligence requirements with speed and confidence. FINTRX 360 helps ensure that your potential investors and prospects are a strategic fit for your business goals. Instantly access insights such as AUM, investment focus, year-over-year growth, CRD numbers, and registration status for faster, more informed decisions.

Streamlined Workflow

FINTRX 360 allows you to synchronize contact records with your CRM, simplifying contact management and follow-ups. Add tags, notes, and tasks directly from LinkedIn profiles, keeping your team aligned and informed. Mark favorites, build lists, and use relatability scores to maximize outreach.

Personalized Engagement & Meeting Prep

Access in-depth Smart Bios within LinkedIn profiles for a complete view of industry professionals. Establish deeper connections using detailed personal info, including hobbies, board affiliations, education, and work history, perfect for tailoring outreach and prepping for meetings.

Fully-Customizable Data Views

Customize your LinkedIn experience by selecting the most relevant data points from our vast database, allowing you to focus on what matters most and refine your prospecting strategy.

Data Highlights

→ Associated firm AUM breakdowns, year-over-year growth, and investment preferences
→ Family office insights, including wealth creators and the industry of wealth origin
→ Direct contact info such as emails, phone numbers, and websites
→ Due diligence tools: CRD numbers, SEC links, registration data
→ Rich personal and professional details: education, roles, hobbies, affiliations
→ Personalized outreach tools: relationship paths, potential associates, icebreakers

With FINTRX 360, data intelligence is at your fingertips—transforming your LinkedIn presence into a hub of opportunity. Whether you're a seasoned capital raiser or just starting out, this plugin is your must-have companion for smarter prospecting and more meaningful relationship development.