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FINTRX Launches FINTRX 360 LinkedIn Integration

Hello

We are excited to introduce FINTRX 360, an innovative data integration within LinkedIn designed to enhance your networking experience and streamline your workflow between LinkedIn and the FINTRX platform. As a trusted provider of family office and registered investment advisor (RIA) data intelligence, our mission is to equip industry professionals with the tools they need for effective prospecting within the private wealth space. FINTRX 360 seamlessly integrates our comprehensive data directly into contacts’ LinkedIn profiles, revolutionizing the way you engage with potential investors and partners.


What is FINTRX 360?

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

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When activated within your browser extension, FINTRX 360 will populate 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 through LinkedIn, FINTRX 360 does the work for you, pulling in valuable information on both the contact and their associated firm so you spend less time researching across multiple platforms, and more time uncovering business opportunities and making meaningful connections across the industry.

 

READ MORE: FINTRX Debuts 360 LinkedIn Integration  

 

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 seamlessly integrated into LinkedIn, saving you valuable time and effort in your research. Uncover new business opportunities and gain a competitive advantage by analyzing the AUM, investment preferences, and growth trends associated with firms linked to your prospects.

 

Simplified Due Diligence & Compliance Processes

Navigate compliance and due diligence requirements quickly and confidently, and ensure your potential investors and prospects are a strategic fit for your business goals. Make informed decisions by gaining insights into an associated firm's AUM, investment preferences, and year-over-year growth, and access SEC links, CRD numbers and registration status instantly for faster due diligence.

 

Streamlined Workflow

Elevate your workflow efficiency. Seamlessly synchronize contact records with your CRM, simplifying contact management and follow-up tasks. Add tags, notes, tasks, and more directly from LinkedIn profiles, ensuring that your team remains well-informed and coordinated. Mark favorites, categorize contacts into lists, and monitor personal relatability scores to enhance your networking effectiveness.

 

Personalized Engagement & Meeting Prep

Access in-depth Smart Bio's within contact LinkedIn profiles to gain a clear and holistic view of industry professionals, enabling you to establish deeper connections with your prospects. Leverage personal details and background information such as hobbies & interests, board & charity affiliations, education & work background, and so much more at a glance to tailor your outreach and simplify meeting prep.

 

Fully-Customizable Data Views

Personalize your LinkedIn experience by selecting the most relevant data from our comprehensive database. Focus on the information that matters most and tailor your prospecting efforts.

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Data Highlights:

  • - Associated firm AUM breakdowns, year over year growth and investment preferences
  • - Family office insights including firm wealth creator & industry of wealth origin
  • - Direct contact information such as email addresses, phone numbers and website links
  • -  Due diligence & compliance tools such as CRD numbers, SEC links and registration information
  • - In-depth personal details and backgrounds including education, work history, roles & responsibilities, interests & hobbies, affiliations and more
  • - Personalized outreach including potential associates, relationship paths & suggested icebreakers

 

 

With FINTRX 360, the power of data intelligence is at your fingertips, elevating your LinkedIn network into a hub of unparalleled opportunities. Whether you are a seasoned hedge fund manager or an emerging professional in the field, this feature serves as your indispensable companion for successful prospecting and relationship development.

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About FINTRX

FINTRX is a unified family office and RIA database that provides comprehensive data intelligence on 850,000+ family office and investment advisor records, ultimately designed to help asset-raising professionals identify, access and map the global private wealth ecosystem. Bring actionable data on family offices & RIAs to wherever you work with browser extensions, custom API data feeds, and CRM integrations. Find relevant decision-makers in a snap with powerful search filters and queries. Uncover the data you need, when you need it and filter through areas of investment interest, AUM, asset flows, intent signals, potential associates and much more. FINTRX sources data from both public and private sources and has a team of 75+ researchers who map, validate and compile data daily to ensure its accuracy.


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