NEWS AND INSIGHTS FROM FINTRX
In the fiercely competitive and fast-paced world of private wealth, raising capital often depends on having access to the right information and resources. FINTRX - the leading family office and registered investment advisor (RIA) database solution - helps asset-raising professionals stay ahead of the game by providing a comprehensive database of single and multi-family offices, RIAs and broker dealers. Equipped with a range of advanced features and functionalities, FINTRX enables wealth professionals to uncover new opportunities, improve workflows and ultimately drive successful outcomes. Explore why FINTRX is a must-have tool for asset-raising professionals and how it can help you achieve your goals. From its extensive database of private wealth investors with advanced reporting and analytics capabilities to its personalized customer support, FINTRX is the ultimate data and research solution for anyone looking to raise capital in the private wealth ecosystem.
Whether you are a fund manager, a private banker or a wealth advisor, FINTRX is the ultimate tool for streamlining your fundraising efforts. With its easy-to-use interface and intuitive navigation, FINTRX makes it simple for you to access the information you need when you need it. Whether you are looking for new investment opportunities, identifying potential investors or simply tracking your progress, FINTRX has everything you need to succeed.
FINTRX provides access to a comprehensive database of over 3,600+ family offices and 39,000+ registered investment advisors and broker dealers in the United States and globally. This data is updated daily and includes detailed and credible information on each family office and RIA such as investment focus, assets under management, investment minimums and more. This comprehensive data is invaluable for asset-raising professionals looking to identify suitable investors and understand the investment preferences of those in the private wealth space.
- 3,600+ Family Office Firms
- 20,00+ Family Office Contacts
- 39,000+ RIA & Broker Dealer Firms
- 743,600+ Registered Reps
The FINTRX platform offers robust search capabilities, designed to help private wealth asset-raising professionals target the right investors. Searches can be conducted based on a variety of criteria, including geography, sector focus, investment minimums, and more. This functionality allows for highly targeted outreach, which can save time and resources for private wealth asset-raising professionals. FINTRX search capabilities are constantly evolving, with new features and functionalities being added on a regular basis to ensure users have access to the most comprehensive and credible information available in the market.
- Access to 375+ advanced search filters & query options
- Search for investors based on a range of criteria including geography, investment preferences, wealth metrics, industry origin of wealth, AUM & much more
- Real-time updates on investor & firm activity
- Powerful search algorithms deliver accurate & relevant results
- Track, organize & manage all search results across your team
- User-friendly & accessible with a range of customization options to suit different goals & preferences
In addition to its comprehensive database and search functionalities, FINTRX also provides advanced reporting and analytics functionalities offer a powerful tool for understanding the market, tracking progress and making informed investment decisions. With its real-time data, advanced analytics and customizable reports, FINTRX offers a wealth of information and insights that help you succeed in the world of private wealth.
- Customizable Reports: Customizable reports can be tailored to meet the specific needs and requirements of each user. Reports can be easily generated and exported, providing users with valuable data insights in a format that is easy to understand and use.
- Real-Time Data: Our reporting and analytics capabilities are powered by real-time data, ensuring you have access to the most current and accurate information available. This data is updated on a regular basis, so you can always stay up-to-date with the latest market trends and developments.
- Advanced Analytics: Track trends and patterns taking place in the private wealth space. FINTRX analytics tools include data visualization, trend analysis and more.
- Investment Insights: FINTRX offers real-time investor activity updates and detailed information on investment preferences and market trends. Additional investment insights include investor activity (historical data), current investment preferences such as assets class interest and investment strategies, market trends and patterns, the geographical distribution of private wealth investors (with card, table & map views) and credible intel on key decision-makers such contact information, backgrounds, experience, responsibilities, registered rep movement as well as any commonalities you may share with investors.
- Data Integrations: FINTRX reporting and analytics functionalities can be easily integrated with other tools and platforms, making it simple for users to access the information they need, when they need it. Read more on this below.
FINTRX integrates with many of the tools and platforms that asset-raising professionals use in their daily operations such as Salesforce, Hubspot, Navatar and Snowflake. These integrations ensure that FINTRX seamlessly fits into existing workflows and makes it even easier to leverage the platform's capabilities. Whether you may be looking to integrate FINTRX with an existing CRM system, use third-party tools, or build custom integrations, FINTRX offers a range of data integration options to suit the specific needs and requirements of each user.
- CRM Integrations: FINTRX data can be easily integrated with leading CRM systems such as Salesforce, Hubspot, Navatar and Snowflake. This allows users to seamlessly access FINTRX data directly from their CRM platform, ultimately saving time and effort.
- Third-Party Tools: FINTRX data can be integrated with third-party tools and platforms including Excel, Google Sheets and more. This makes it simple for users to access FINTRX data in a format that is easy to understand and use.
- API Access: FINTRX offers API access, allowing users to build custom integrations that meet their specific needs and requirements. This flexible integration option provides users with complete control over their data and how it is used.
- Secure Data Transfer: In order to protect the transfer of sensitive and confidential information, FINTRX data integrations are built to be secure and reliable. FINTRX uses industry-standard encryption and security protocols to ensure the safety and confidentiality of its users’ data.
FINTRX is dedicated to providing its users with the highest level of personalized customer support. This includes access to a dedicated account manager, who assists with everything from initial onboarding to ongoing training and support. With its dedicated support team, multi-channel support, customized onboarding and regular check-ins, FINTRX is committed to ensuring all users have the support they need to achieve their goals. Additionally, FINTRX offers educational resources, such as webinars, blog posts, reports and whitepapers, to help asset-raising professionals make the most of the platform.
- Dedicated Support Team: Our dedicated customer support team is available to assist clients with any questions or issues they may have. This team is comprised of experienced professionals who are knowledgeable about FINTRX and the private wealth industry at large.
- Multi-Channel Support: FINTRX multi-channel support includes email, phone and live chat. This allows users to reach out for assistance in a way that is convenient for them and ensures a quick response time.
- Customized Onboarding: All clients are given a customized onboarding experience for each user, ensuring they have the information and resources they need to get the most out of the platform. This onboarding process includes training sessions, tutorials and more.
- Regular Check-Ins: FINTRX offers regular check-ins to ensure users are getting the most out of the platform and to answer any questions they may have. These check-ins are conducted by FINTRX’s dedicated customer support team and can be scheduled to suit the needs and requirements of each user.
- Continuous Improvement: FINTRX is dedicated to continuous improvement and regularly seeks feedback from clients to ensure our platform is the most user-friendly data solution available in the market. FINTRX is constantly growing and evolving at a rate faster than ever before.
FINTRX is a necessary tool for all asset-raising professionals looking to effectively raise capital in the private wealth space. By providing access to credible family office and investment advisor data, robust search capabilities, valuable insights and analytics, data integrations and personalized customer support, FINTRX ensures a streamlined process for understanding the private wealth ecosystem and raising capital with greater efficiency. Access to FINTRX data is delivered via its award-winning cloud-based platform and fully integrated iOS mobile applications.
March 17, 2023
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.