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ONLINE PLATFORM
Family Office & RIA Intelligence Accessible From Anywhere
Easily access, share and collaborate with our cloud based platform. Focus on your tasks - not scrolling through endless spreadsheets and fragmented data sources.
Trusted by the industry's leading financial firms
DATA FEEDS
Bespoke Private Wealth Data Delivered Directly to Your Systems & CRM
Flexible Data Delivery Options
Custom Data Files
Seamlessly Integrate FINTRX Data Within Your Systems
Empowering clients with best-in-class data across tech stacks
Custom File Delivery & Exporting
Choose from 200+ data fields and build custom file delivery options to power your organization's data needs
Multiple Delivery Methods Available
Chose from numerous methods of delivery & platform options, including Salesforce, HubSpot, Dynamics, Navatar and more
Drive Prospecting & Business Development
Leverage FINTRX wealth management data directly within your day-to-day tech stack to power your marketing campaigns and streamline your prospecting
RESILIENCY
Since preparation is a key ingredient to success, our team focuses on resiliency and planning when it comes to customer data.
Get Our Daily Coronavirus Tracker Insights Sent to Your Inbox
Get Our Daily Coronavirus Tracker Insights Sent to Your Inbox
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