One of the cornerstones of FINTRX's dedication to providing  a best-in-class user experience for industry professionals seeking better access to private wealth data intelligence is native CRM integration capability. FINTRX offers seamless data integrations with popular CRM systems such as Salesforce, HubSpot, Navatar and more, allowing users to access FINTRX's comprehensive family office & RIA data directly within their existing workflow, saving valuable time and enhancing data insights. With the addition of the newest FINTRX native CRM integration, Microsoft Dynamics 365, users can now leverage all of the tools and data of FINTRX directly within their daily tech stack.

Bespoke Private Wealth Data Delivered Directly to Dynamics 365

+ Real-time data updates ensuring consistent and accurate information at all times

+ Complete control of synced records & lists, data mapping and team-wide syncing permissions

Keep Track of:

- Investment preferences such as asset class, industry, geography & stage of investment
- New direct investments & co-investments
- Changes investment portfolios & current holdings
- New fundraising activity
- Rep & advisor firm movement
- Changes in contact information such as email addresses & phone numbers 
- News mentions related to family offices and investment advisors
- Family office or RIA attendance at industry conferences

In an ever-evolving private wealth landscape, where rapid changes take place daily, maintaining accurate and consistent data across platforms is crucial. FINTRX integrations provide asset managers and industry professionals an efficient and effective way to ensure that they have instant access to the most accurate and actionable industry data available. The new Dynamics 365 CRM integration empowers FINTRX users with a competitive edge, allowing them to build stronger relationships, make more informed decisions and ultimately drive more growth for their business.

FINTRX Overview