Discover how FINTRX empowers its customers to map, access and sell into the complex and fragmented world of Family Offices and Registered Investment Advisors.
NEWS AND INSIGHTS FROM FINTRX
FINTRX announces the release of our native iOS iPhone & iPad apps, delivering our best in class private wealth data intelligence to your mobile device.
+ Fully customizable Feed providing immediate access to relevant news, updates, and transactions.
+ Instant syncing for lists, favorites, & recent activity between mobile and web applications.
+ Single-click access to all native integrations including HubSpot, Salesforce, & Navatar CRMs and LinkedIn mobile app.
+ Full filter functionality for Family Office and RIA advanced searches with global and free-text search, custom sorting, and list-building capabilities.
+ Direct touch-to-call and emailing capability from firm and contact profiles.
+ Complete News Portal with over 75,000 articles covering RIA and Family Office investment, hiring, & firm activity with advanced filtering.
The new FINTRX iOS App features millions of Family Office and Investment Advisor datapoints sourced from hundreds of thousands of sources. By pairing innovative technology, publicly available data, and an expansive set of 1M+ proprietary FINTRX native datapoints, the FINTRX iOS application delivers financial professionals and asset managers a unique and efficient path to access the family office and investment advisor ecosystem in a mobile-optimized format.
Scan the QR code below to download the FINTRX App from the App Store now.
FINTRX provides comprehensive data intelligence on 850,000+ family office & investment advisor records, each designed to help you identify, access and map the private wealth ecosystem. Explore in-depth dossiers on each family office & investment advisor. Access AUM, source of wealth, investment criteria, previous investment history, sectors & industries of interest, and advisor growth signals, among other key data points.
Additionally, FINTRX provides insight and expansive contact information on 850,000+ decision-makers, featuring job titles, direct email addresses, phone numbers, common connections, alma maters, past employment history, brief bios & much more.
For additional details and a live walkthrough, request a demo below.
December 07, 2022
Emery Blackwelder is a member of the product marketing team at FINTRX--the preeminent resource for family office & registered investment advisor (RIA) data intelligence.