Discover how FINTRX empowers its customers to map, access and sell into the complex and fragmented world of Family Offices and Registered Investment Advisors.
NEWS AND INSIGHTS FROM FINTRX
FINTRX is excited to announce that we have enhanced our family office Smart Search feature to provide a more efficient way of searching single and multi-family office data utilizing shortcuts and recent queries. We've provided further color on this new feature below.
Upon engaging the Smart Search within FINTRX, users now have the ability to query family office data appertaining to five categories.
Search results will populate by each category, promoting easy targeting of the entity or contact of interest within FINTRX. This reduces the time spent researching, making for a streamlined approach when searching through our family office research.
When leveraging the Smart Search, your six last searches will appear at the bottom of the search module as well - allowing for a quick revisit to your most recent searches.
For additional information, request a free trial for a deep-dive into the FINTRX solution today!
September 04, 2019
Renae Hatcher is a member of the marketing team at FINTRX - focused on delivering targeted & relevant family office and registered investment advisor content to our subscribers.