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FINTRX Launches Relationship Path for iOS Mobile App


FINTRX is proud announce the launch of Relationship Path within our industry-leading data intelligence iOS Mobile App. In the investment landscape, being able to swiftly and effectively identify prospects, make connections and close deals is paramount to successfully driving business. Leverage the next generation of relationship mapping capability for financial professionals from any iPhone or iPad to uncover new opportunities, book more meetings and close more deals at any time, on any device.

AI-Powered Relationship Intelligence for Financial Professionals, Now Available for iPhone & iPad

Relationship Path is an innovative networking tool integrated within FINTRX's comprehensive data platform that harnesses the power of artificial intelligence to help users identify personal connections, potential introduction opportunities, and the best contacts to reach out to within the family office and RIA ecosystem. By leveraging advanced algorithms, Relationship Path streamlines the networking process, making it easier than ever to map out relationships and uncover valuable business opportunities.

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With the addition of Relationship Path to its Mobile App, FINTRX now offers users fully automated networking & relationship mapping and direct access to a vast dataset of accurate & up-to-date information on industry professionals, all directly from their mobile device. Uncover hidden opportunities and gain a competitive edge by leveraging your network to forge new connections and drive business on any iPhone or iPad.



How You Can Utilize Relationship Path to Drive Business

Leverage targeted and insightful prospecting:

Relationship Path empowers you to instantly pinpoint industry professionals most likely to engage with your outreach, leveraging personal and team connections for strategic prospecting. Enhance prospecting efforts with detailed insights on industry professionals, empowering informed decision-making and targeted engagement.

Streamline relationship mapping and unlock your network:

Relationship Path brings your network directly into FINTRX and enriches it with AI-powered algorithms and industry-wide connections so you can effortlessly map out relationships, manage networking activities and open doors to new opportunities. Relationship Path is personalized to each user and their team, facilitating unique and individualized connections and helping you find who can introduce you to key prospects and get your foot in the door.

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Optimize your time and resources:

Time is money. Relationship Path eliminates the chore of sifting through hundreds of thousands of potential contacts to find your best way in, offering you in-depth insights into prospects at a glance. Automate your relationship-building and prospect research with FINTRX AI, instantly crafting introduction requests and highlighting commonalities so you can focus your time on closing more deals.



Harness the Power of a Global Industry Network Directly from Your iPhone

In today's hyper-connected world, networking has never been more important, especially while on the go. With Relationship Path for iPhone & iPad, we're empowering professionals in the family office and RIA space to harness the power of AI and data-driven insights to supercharge their networking efforts directly from their mobile device. Say goodbye to endless hours of manual networking and hello to a smarter, more efficient way to build relationships and drive business growth.



Download the FINTRX iOS Mobile App

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Learn more about the FINTRX App for iPhone & iPad >>


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FINTRX is a comprehensive and innovative data intelligence solution providing extensive data coverage on family offices, registered investment advisors and financial professionals with credible information including investment preferences, background information on key decision-makers, asset allocation flows and more. FINTRX data is sourced from both public and private sources by a dedicated team of 75+ researchers who map, validate and compile data on a daily basis to ensure its accuracy. The FINTRX platform offers an intuitive interface and numerous analysis tools, charts and graphs to ensure users have access to the most current and accurate private wealth data available in the market. With AI-powered relationship mapping and search capabilities, FINTRX is the intelligent and time-saving resource that industry professionals need to book more meetings and close more deals with ease.

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