Comprehensive Family Office Database
Our data team is constantly working to produce an updated and robust family office investor data set on behalf of our clients. Going far beyond a name and generic email, FINTRX offers a 360 degree view of all investors within the FINTRX interface – from areas of investment interest, AUM, family background, asset class focus and much more.
Daily Updates & Additions
FINTRX boast daily family office updates via our cloud based interface. With our ‘live feed’, users gain immediate access to newly profiles family offices, updated family offices, as well as new & updated family office contacts. Stay in tune with the ever changing single and multi family office landscape.
Integrated CRM Technology
FINTRX offers its seat holders the tools and technology to monitor and track interaction with their prospects and targets. With access to a cloud based CRM technology built around its high level data, FINTRX users can take their interaction from initial contact through an active investment. Seat holders are given the ability to open up the backend of FINTRX and merge their personal Rolodex with live data provided within the platform.