NEWS AND INSIGHTS FROM FINTRX
We are excited to share the latest developments for FINTRX, the leading family office & registered investment advisor (RIA) data intelligence platform, as we continue to innovate and enhance our data offering and the FINTRX user experience. Continue reading for our product updates and additions from July, along with recent data reports, blogs and information pertaining to the private wealth and investment industry.
Access current holdings information for publicly-traded securities in your custom lists & data exports.
+ Track number of shares and dollar value held for individual tickers, and get notified of updates & changes.
+ Filter directly into individual 13F securities for firms of interest.
Build fully customizable preset templates for streamlined FINTRX data exporting.
+ Tailor list exports with relevant firm & contact information.
+ Instantly access personalized layouts and single-click data organization.
Take control of HubSpot & Salesforce syncing permissions for your team and optimize your data organization.
+ Manage family office, RIA and contact data flows to your CRM systems.
+ Ensure your client & prospect data is streamlined and tailored to your needs.
Explore some of the most notable departures of financial advisors and wealth management teams from First Republic Bank following its collapse as well as the distribution of their managed assets amongst other industry leaders and the biggest winners of the most recent large-scale bank failure.Access the report >>
Check back in monthly for more FINTRX product updates, industry thought leadership pieces and valuable insights into the private wealth & investment data landscape!
FINTRX is a leading family office and RIA data intelligence platform that provides valuable insights and information to help users grow their businesses and connect with high-net-worth individuals and institutional investors. FINTRX data covers 3,700+ family offices, 20,000+ family office contacts, 40,000+ registered investment advisor entities and 850,000+ registered RIA reps.
We provide detailed profiles of each family office and RIA, including investment preferences, asset allocation, contact information and much more. FINTRX data is powered by millions of sources, both public and private, which are constantly updated and verified by our 70+ person research team as well as a team of experienced data scientists. Equipped with 375+ advanced search and filtering capabilities, FINTRX helps users get to the data they need faster than ever.
August 08, 2023
Emery Blackwelder is a member of the product marketing team at FINTRX--the preeminent resource for family office & registered investment advisor (RIA) data intelligence.