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New Release: Family Office Enhanced Keyword Search

Hello

FINTRX is excited to share that we have greatly improved our family office "Keyword" search filter. We have evolved this feature to provide users with the most efficient search tool possible. 

New Keyword Search:

  • - Input any keyword or phrase into the keyword search bar to view and add the last 10 keywords you have used
  • - To use previously used keywords, check the box next to the word or phrase you want to re-use 
  • - Additionally, you no longer have to use quotes to input a phrase or sequence of words
  •  
HubSpot Video

 

Our enhanced family office Keyword Search update is now live for all FINTRX clients.

As always, please let me know if you have any questions. I'm always happy to help optimize your experience using FINTRX.

For more information, request a free trial for a deep-dive into the FINTRX solution.


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