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Private Wealth Research & Insights

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Level-Up Your Tech Stack with the FINTRX Family Office Data Platform

The family office sector has gone through a technological revolution in recent years with the aim to make smart investment decisions driven by transparent and innovative ideas. In seeking family office capital, it is essential to have the right tech...

3 Pitfalls of Crafting the Right Pitch for the Wrong Family Office

Historically, the family office market is known for its secretive and hidden demeanor within the private wealth landscape, thus making it difficult to understand and analyze. As such, conventional prospecting techniques no longer contribute to...

5 Family Office Investment Trends

Family offices have played a pivotal role in the alternative investment industry for quite some time though in the last decade especially, we have seen these groups reaching new heights. As family offices continue to broaden, so do their investment...

Targeting Family Offices: A Consultative Prospecting Methodology

The family office landscape is amid a profound transformation brought upon by a new generation of investors whose attitudes and expectations have been shaped by modern advances, volatile markets, and unforeseen global realities. As many...

10 Tips & Tricks for Utilizing the FINTRX Family Office Platform

FINTRX - family office & registered investment advisor data provider - is becoming smarter and broader at a rate faster than ever. To showcase our growing plethora of data tools designed specifically for the asset-raising professional, we have...

How to Utilize Industry Intelligence for Outreach Excellence

As family offices continue to gain popularity in the alternative investment space, FINTRX offers an inside look at the private wealth landscape and provides the tools necessary for a productive and humanized outreach solution. Thanks to...

3 Ways the FINTRX Platform Increases our Clients' Efficiency

Particularly in light of our current economic environment, it undoubtedly pays to have a highly efficient workflow. In utilizing the FINTRX family office and data platform, the outdated and lagging methods of prospecting family offices are overcome,...

How our Clients are Optimizing FINTRX with Customization

Universally, we are all trying to find ways to promote efficiency and best allocate the time we have to execute our roles and responsibilities in the office (or as of late - at home). The FINTRX solution delivers industry-leading family office...

Valuation is Now Even More Important in Alternative Investments

Current Client Spotlight  | Written by: James C. Row of  Entoro Capital

If private placement valuation was important and considered as an option in 2019, it has become a requirement in 2020. In fact, any alternative investment must undertake an...

3 Ways our Clients are Utilizing FINTRX While Working Remotely

During these unpredictable and isolating times, there seems to be one constant that many of us are sharing - and that is the 'new normal' of suddenly working from home. With more time in front of the computer and the inability to travel, many of us...