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. Below, we highlight the product updates and additions from May, along with recent data reports, blogs and information pertaining to the private wealth and investment industry.
Leverage enhanced access to qualified custodian data platform-wide.
+ Easily track changes to custodians used for firms within your lists.
+ Instantly download SMA asset custody information with custom data exports.
Continue to leverage seamless FINTRX data integration with your CRM systems with single-click migrations.
Bonus: Read more about how FINTRX integrations help you streamline your work processes here >>
Utilize improved RIA classifications to easily drill down into and segment entities by firm type.
Discover 25 US-based single family offices and the influential women responsible for driving their growth and success.
Explore our list of 25 top-performing hedge funds and the powerful female leaders behind them who have made a significant impact on the US investment industry.
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.
June 06, 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.