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..
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.
Team collaboration
Easily collaborate with team members within the FINTRX platform - share list, notes, and task - ensuring everyone on your team is on the same page.
Merge your vendors
Reduce fragmentation and centralize all of your prospecting tools and communications in one platform: FINTRX.
records Built Over time
FINTRX automatically keeps track of you and your team's annotations, highlights - making all data easily accessible so you never lose track of key intel.
3 Common Challenges FINTRX Solves For Our Clients Targeting Family Offices
Investor Organization Overview
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.
Notes
Keep everything in one place using notes by documenting how a call or meeting went, what you discussed and much more.
Tags & Custom Fields
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.
Dynamic Prospect Lists
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.
Tasks & Events
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."
Miguel A. Triay, G.A. Baird Partners
Strategic Business Development
Built for the asset raising professional. Engineered for efficiency.
