The need for unbiased wealth management has become increasingly prominent as the world continues to shift towards a remote reality — and registered investment advisors (RIAs) are at the center of this trend. With growing uncertain..
ESG factors have always been a consideration for businesses and family office investors, but it wasn't until the last decade or so, awareness of these topics have skyrocketed. Investing for social good has a rich history dating ba..
The FINTRX Platform is secure, fast and efficient. Engineered to free you up to spend time on what is most critical: building family offices relationships, raising capital, and expanding your business.
A modern approach to an old problem
Gone are the days of static and thin family office directories. FINTRX delivers the family office research you need, in the most efficient medium, when you need it.
Access the family office research you need, regardless of your location.
Custom API access
Leverage custom API access & integrate FINTRX data within your daily workflow and native systems.
Salesforce users can connect to our live family office data feeds, delivering a seamless prospecting experience.
No Installation Required
FINTRX access does not require any software downloads - just a web browser and internet connection.
Share Intel & Investor Data
Need to collaborate with a colleague on a road show or pass along a family office to a team member? We've got you covered.
Automatic Data Updates
Family office investor data is updated automatically and new platform features are released to you in real time.
Custom API Access
Feed our proprietary family office data to your native CRM or application.
Access automatic data updates from FINTRX to ensure database & CRM accuracy.
Through our custom setup options, tailor your output and specific data needs.
Infuse your Salesforce account with actionable family office data & research.
Salesforce Classic & Lightning
We have you covered whether you are on Salesforce Classic or Salesforce Lightning.
Seamlessly share FINTRX data with your team members within your native Salesforce application.
Built for the asset raising professional. Engineered for efficiency.