Once you have identified a family office that matches your unique offering - it is a tedious task to conduct research and source-specific contact information. It is from this pain point that Lanier Ivy sought the FINTRX family office data and research platform.
Overwhelmed by the research required to identify contacts of family offices, Lanier Ivy turned to FINTRX as a solution. In a highly competitive industry, where establishing contact in a timely manner with the right person is essential, Lanier Ivy needed access to a reliable source of information for streamlining their market research process. Not only would the FINTRX platform solve their struggle to identify suitable family offices, but they also found the platform "offered CRM functionality that is thorough and easy to utilize." In turn, the team is able to effectively manage their outreach and develop relationships within the one platform.
Through the adoption of FINTRX in their daily workflow, Lanier Ivy has substantially reduced the time spent researching and sifting through outdated resources. This allows the team to focus on its core competencies - building and nurturing relationships with LPs.
With an array of sorting filters available within the platform, Robert and the Lanier Ivy team can target investors according to their allocation preferences, location, previous investment activity, and more.
Reducing the time spent researching family offices through our comprehensive investor profiles, FINTRX has allowed them to focus on building out their family office network with efficiency.