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RIA, Broker Dealer, Family Office, Endowment, Foundation Data Intelligence

A Better Way to target advisors & LP's

Discover how FINTRX empowers its customers to map, access and sell into the complex and fragmented world of Family Offices, Investment Advisors, Edowments & Foundations.

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NEWS AND INSIGHTS FROM FINTRX

July 2023 FINTRX Updates & Additions

August 8, 2023

Hello

We are excited to share the latest developments for FINTRX, the leading family office & registered investment advisor (RIA) data intelligence platform, as we continue to innovate and enhance our data offering and the FINTRX user experience. Continue reading for our product updates and additions from July, along with recent data reports, blogs and information pertaining to the private wealth and investment industry.

FINTRX Product Updates & Additions

Individual 13F Securities Data Tracking

Access current holdings information for publicly-traded securities in your custom lists & data exports.

+ Track number of shares and dollar value held for individual tickers, and get notified of updates & changes.
+ Filter directly into individual 13F securities for firms of interest.

fintrx individual 13f securities data tracking

Custom Export Templates

Build fully customizable preset templates for streamlined FINTRX data exporting.

+ Tailor list exports with relevant firm & contact information.
+ Instantly access personalized layouts and single-click data organization.

custom export templates

Custom CRM Integration Permissions

Take control of HubSpot & Salesforce syncing permissions for your team and optimize your data organization.

+ Manage family office, RIA and contact data flows to your CRM systems.
+ Ensure your client & prospect data is streamlined and tailored to your needs.

fintrx custom crm integration permissions

Recent Industry Reports

Notable Reps On the Move: The Aftermath of the First Republic Bank Collapse

Explore some of the most notable departures of financial advisors and wealth management teams from First Republic Bank following its collapse as well as the distribution of their managed assets amongst other industry leaders and the biggest winners of the most recent large-scale bank failure.

Access the report >>

Featured Blogs & Industry Thought Leadership

Check back in monthly for more FINTRX product updates, industry thought leadership pieces and valuable insights into the private wealth & investment data landscape!

- The FINTRX Product Marketing Team

FINTRX is a leading family office and RIA data intelligence platform that provides valuable insights and information to help users grow their businesses and connect with high-net-worth individuals and institutional investors. FINTRX data covers 3,700+ family offices, 20,000+ family office contacts, 40,000+ registered investment advisor entities and 850,000+ registered RIA reps.

We provide detailed profiles of each family office and RIA, including investment preferences, asset allocation, contact information and much more. FINTRX data is powered by millions of sources, both public and private, which are constantly updated and verified by our 70+ person research team as well as a team of experienced data scientists. Equipped with 375+ advanced search and filtering capabilities, FINTRX helps users get to the data they need faster than ever.

For an in-depth exploration of the FINTRX family office & RIA data platform, request a demo below.

Written by: Emery Blackwelder |

August 08, 2023

Emery Blackwelder is a member of the product marketing team at FINTRX--the preeminent resource for family office & registered investment advisor (RIA) data intelligence.