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Level-Up Your Tech Stack with the FINTRX Family Office Data Platform

Hello

The family office sector has gone through a technological revolution in recent years with the aim to make smart investment decisions driven by transparent and innovative ideas. In seeking family office capital, it is essential to have the right tech stack in place to enable the entire fundraising process from prospecting to pitching. Now more than ever, maintaining effective outreach with those in the private wealth space is imperative. Our unique, targeted focus on the alternative investment industry and private capital markets empowers asset raisers to find success in cultivating healthy relationships with family office investors worldwide. 

Like most industries, the family office landscape is one that is evolving every day. These developments undoubtedly play a crucial role in the way humans interact and conduct business with one another. Trends change, priorities shift and behaviors alter - but like anything in life, trying times open doors to numerous challenges and opportunities dependent on the course of action you take. 

"Virtualisation, alongside the increasing use of data and digital functionality and services, is vital to future-proofing the family office. This has never been more apparent than now, when advisers must manage complex relationships remotely, and at a time when investors everywhere face significant challenges..."  - Yaela Shamberg

As the need for greater services intensifies, the modern family office is structured to respond appropriately. This makes them an attractive option for capital raisers and families of great wealth looking to preserve and protect their assets. For those looking to raise funds from family offices, now has never been a more opportunistic time to do so. All you need is the right tools and processes to kickstart your family office outreach. See how our users harness the power of the FINTRX platform to drastically increase their family office engagement. 


Below are four game-changers rooted within the FINTRX Data Platform that gives you the power to greatly enhance your engagement strategies with over 2,800+ family offices and any of the 11,000+ family office contacts that work within them. 

1. Relatability Insights via FINTRX Affinity

Throughout our vast collection of family office data and prospecting tools, it has become clear that FINTRX Affinity is one of the most favored within the platform. Designed specifically for enhancing communication with family office decision-makers worldwide, this feature provides unique conversation starters, actionable insights and relevant information to ensure your engagement is as humanized as possible. Simply by filling out a short, 3-5 min questionnaire, FINTRX Affinity leverages all commonalities you have with any of the 11,000+ family office decision-makers within our database. From there, leverage that information to strengthen and maintain long-term connections. 

Build rapport with 11,000+ family office contacts that share your hobbies and interests
 Custom conversation starters to find your best path in
Automatically refreshes every night at midnight
Collaborative, team-based approach via Affinity Extender Seats

For more information on FINTRX Affinity, click here.

 

2. Dynamic Prospect Lists

Even when our clients are away from the platform, our tech-savvy algorithms continuously work to ensure all facets are accurate and updated. Incredible technical solutions - such as AI - provide an opportunity to ensure all data is relevant and up to date. One feature that helps maintain this level of efficiency is our Dynamic Prospect Lists, which allows you to create specific, automatically updated lists. This saves you from having to continuously re-run searches to identify new prospects. 

Stay updated on investors that match your specific use-case(s)
Customize the format and order of your investor & contact lists
Remove the legwork and increase your workflow productivity 

 

3. CRM Integration

At FINTRX, we understand how important it is to build strong connections with those in the private wealth space. Every encounter matters and every talking point should be documented for you and your team to access. In an effort to help with this functional requirement, FINTRX offers a built-in CRM integration allowing you to seamlessly track all interactions directly within our database. Explore the functionality of the CRM Module within the FINTRX platform to ensure your team achieves a heightened level of organizational efficiency.

Real-time sync of email correspondence between Outlook & our cloud-based platform
Smoothly import emails directly into the CRM
Track external conversations with contacts & investors
Create call notes, activities and reminders to stay organized 

 

4. News Portal & Alert Builder

Within the FINTRX platform, the News Portal and customized Alert Builder are two valuable resources for those who are keen on staying abreast of recent news in relation to single and multi-family offices, investor contacts, and the private wealth space altogether. With all the new tech available today, it is important to find the right tools and strategies that work for you. Master the fundamentals with the FINTRX data and research platform, and watch your engagement rates soar. 

Our News Portal is designed in an intuitive way that allows users to bookmark and filter news by type, industry, family office(s), specific contact(s), and more, ultimately allowing for a personalized collection of current private wealth news articles. In addition, the News Portal uses a smart search engine to identify keywords or phrases. 

Stay informed on global news concerning family offices and the private capital markets
Quickly narrow down your search results using a variety of search filters
Create bookmarks to revisit specific articles
View current news articles within the FINTRX Power Search tool 

 

High-Level Video Tutorials from our FINTRX Client Success Team

Making Connections w/ FINTRX Affinity
 News Portal & Alert Builder
 Tags & Custom Fields
The CRM Module
Dynamic & Favorites Lists

 

Conclusion

As seen in Forbes as a leading Capital Raising & Investment Management Platform, FINTRX delivers the essential tools needed for heightened transparency and control in a somewhat volatile, ever-changing family office market. It is our mission to design innovative technology functions within our platform to further partnerships and investments within the family office ecosystem. We encourage you to schedule a demo below to see how our custom offerings could help you and your organization.


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 amongst other key data points.

For an in-depth exploration of the FINTRX family office platform, request a demo below.

REQUEST DEMO

 

For more practical family office insight and best practices, visit our newly remodeled 'Resource Library' below.

FINTRX Resource Library


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