Our custom suite of tools allow for seamless management of your family office prospects - leverage the power of our native asset raising solutions for saved time & increased efficiency.
Our integrated asset raising tools have been engineered with one thing in mind: optimal family office prospecting organization. Responsive, dynamic, and tailored to your needs.
Keep everything in one place using notes by documenting how a call or meeting went, what you discussed and much more.
Tags are short, virtual sticky notes that can help you add your information. Manage your prospects by using custom fields, enabling you to better customize the platform to your workflow and needs.
Save your search results into refined and manageable lists. Use our algorithms to keep your dynamic lists fresh - with new and updated family office intel as our research team continues to augment our data each day.
Easily set convenient task reminders and scheduled events, helping you optimize your pipeline management.
"Earlier this year I was finally in a position to sign up with FINTRX and I am thrilled that I did. It is a fantastic product for networking and capital raising efforts."
Strategic Business Development