As 2024 comes to a close, the financial advisory industry has undergone significant growth and transformation. High-profile advisor transitions and strategic mergers and acquisitions have allowed firms to expand their reach and sh..
The investment advisor and broker-dealer landscape is undergoing constant transformation, with significant shifts happening every month. In this edition of our monthly ‘RIA & Broker Dealer Roundup’ series, FINTRX, the leader i..
Seamlessly access our global family office coverage while away from the office and on the go. FINTRX Mobile delivers the data & research you need, when you need it - included in all FINTRX subscriptions.
Family Office Data On the Go
One click access to insights on family office research, recent investment activity, contact information, origin of wealth, investment interest, AUM and more.
Phone & Tablet Compatible
FINTRX Mobile seamlessly adapts to all smart phones and tablets. Simply log in to your active FINTRX account and begin your family office research & data access.
Real Time Updates
Access our real time daily updates when out of the office and the move. FINTRX Mobile offers delay free updates - as we make changes to our data, your access is instant.
Interact Directly From Your Device
Making calls and sending E-Mails to your family office contacts is seamless within FINTRX Mobile.
Prospect List Integration
Create lists directly from your mobile device. Need to add a contact or family office investor to an existing list - we've got you covered.
Call & Meeting Prep Anytime
Handle meeting prep from the palm of your hand. Pull family office backgrounds, key contact histories, recent investment activity & more with a few clicks.
10 Reasons Why Family Offices Make Great Investors
"We have been with FINTRX for 3+ years and see it as an integral part of our business"
Adam Scrivener
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Managing Director, Lloyd Jones Capital
"Earlier this year I was finally in a position to sign up with FINTRX and I am thrilled that I did. It is a fantastic product for networking and capital raising efforts."
Miguel A. Triay, G.A. Baird Partners
"Upon our FINTRX activation we experienced an immediate increase in our family office reach and quality dialogue"
David Kidder
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President, Landmark Capital
"FINTRX is an incredibly powerful tool for uncovering deep dive family office data & research. Highly recommended solution."
Tim Boardman, Director, Deutsche Bank
"FINTRX is a very strong platform/product if you wish to reach out to the family office community. They combine their insights with event and family office investment research. If you are thinking of finding the right FO for your investment, start searching here."
Marc Debois
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Global Head of Single Family Office Desk, ING Bank
Built for the asset raising professional. Engineered for efficiency.
