Explore the functionality of the CRM module within the FINTRX platform to ensure your team achieves a heightened level of organizational efficiency.
In this recording, hear from our Client Success Associate, Sarah Wright on the unique ways to leverage the CRM to log interactions such as notes, activities, and events.
For more research, industry trends, practical applications, and best practices surrounding the Family Office ecosystem, visit our Knowledge Center.
Hundreds of the world's largest asset managers, bankers, private companies and fund managers leverage FINTRX to target family office capital - Discover why & join the movement.
Designed for the asset raising professional, FINTRX offers accurate and comprehensive family office intelligence - engineered to streamline your family office capital raising efforts.
Explore in-depth dossiers on each family - AUM, source of wealth, investment criteria, previous investment history, sectors & industries of interest, amongst other key data points.
Discover which family offices are attending upcoming/past events, set custom alerts to learn when your prospects are attending events & access discounts to attend our partner sponsored conferences.
The FINTRX platform was launched in early 2014, after numerous requests for a more dynamic and interactive family office prospecting solution.
Today FINTRX remains the leading, cloud-based solution which offers unparalleled data and insights on the family office investments space.