Track interactionUse FINTRX to organize your prospecting for seamless communication.
Make it your ownCustomize any & all fields to your needs and firm requirements.
Connect your dataEasily import and manage all of your investor data. Sort, manage and view with FINTRX data or on its own.
No downloading. Actionable in minutes.
Never miss another interaction.
Always tracked. Always compliant.
Track opens, reads & more.
FINTRX data + your data = one place.
Manage your data next to ours. Never shared & always encrypted.
One click calendar integration.
See all email history with every prospect inside FINTRX.
Enjoy complete control over all data points with custom fields.