--- title: "FINTRX Platform Software Reviews, Demo & Pricing - 2026" description: "Review of FINTRX Platform Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/financial-services/fintrx-platform-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Financial Services Software](https://www.softwareadvice.com/financial-services/) / FINTRX Platform Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview # FINTRX Platform Review Custom quote Free trial 1 plan Wondering if FINTRX Platform is right for your organization? Our Financial Services Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - User Reviews - Popular Comparisons ## Overview FINTRX Platform 5.0 [(1)](https://www.softwareadvice.com/financial-services/fintrx-platform-profile/#reviews) Pricing Pricing available upon request ### About FINTRX Platform FINTRX Platform is an investment data and analytics platform. It provides hedge funds, private equity, real estate firms, institutional investors, investment banks, consultants, service providers asset managers, venture capitalists, wealth managers, and financial advisors with insights into institutional investment trends and key decision-makers. FINTRX Platform offers users access to 13F security holdings, news alerts, investment activity monitoring, detailed contact information, representative AUM coverage and rankings and more. Users can track which securities institutions are buying and selling each quarter, set up custom alerts for news on target accounts or prospects, see how asset managers are allocating client funds across asset classes, find direct contact details for key decision makers, and view individual representative AUM and production data. FINTRX Platform is a cloud-based solution with an intuitive interface, real-time data, and customer support. The platform integrates data from multiple public and private sources into a centralized hub for investment professionals to gain an information advantage and strengthen business development efforts. Wondering if FINTRX Platform is right for your organization? Our Financial Services Software selection experts can help you in 15 minutes or less. ## FINTRX Platform User Interface ## Popular FINTRX Platform Alternatives Main Product FINTRX Platform 5.0 [(1)](https://www.softwareadvice.com/financial-services/fintrx-platform-profile/#reviews) Ratings Breakdown - 5.0Ease of use - Value for money - 4.0Customer support - Functionality Pricing Available upon request Get Price Alternative Product [Morningstar Direct](https://www.softwareadvice.com/product/526658-Morningstar-Direct/) 4.1 [(252)](https://www.softwareadvice.com/product/526658-Morningstar-Direct/reviews/) Ratings Breakdown - 3.65Ease of use - 3.85Value for money - 4.17Customer support - 4.24Functionality Pricing Available upon request Get Price Alternative Product [Human Interest](https://www.softwareadvice.com/investment-management/human-interest-profile/) 4.0 [(36)](https://www.softwareadvice.com/investment-management/human-interest-profile/#reviews) Ratings Breakdown - 4.14Ease of use - 3.81Value for money - 3.81Customer support - 3.97Functionality Pricing Starting at $80.00 per month Get Price Alternative Product [Avestor](https://www.softwareadvice.com/product/523559-Avestor/) 5.0 [(9)](https://www.softwareadvice.com/product/523559-Avestor/reviews/) Ratings Breakdown - 4.78Ease of use - 4.56Value for money - 5.0Customer support - 4.89Functionality Pricing Starting at $600.00 per month Get Price Alternative Product [DealCheck](https://www.softwareadvice.com/investment-management/dealcheck-profile/) 4.8 [(39)](https://www.softwareadvice.com/investment-management/dealcheck-profile/reviews/) Ratings Breakdown - 4.77Ease of use - 4.78Value for money - 4.52Customer support - 4.77Functionality Pricing Available upon request Get Price Alternative Product [WOWS Investment Portal](https://www.softwareadvice.com/nonprofit/wows-invest-profile/) 4.7 [(97)](https://www.softwareadvice.com/nonprofit/wows-invest-profile/reviews/) Ratings Breakdown - 4.63Ease of use - 4.57Value for money - 4.33Customer support - 4.59Functionality Pricing Starting at $249.00 per month Get Price ## FINTRX Platform Pricing and Plans Starting price: Connect with an advisor for pricing Free Trial Free Version Basic Pricing available upon request No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## FINTRX Platform Features - Popular features found in Financial Services Billing & Invoicing Financial Management For Financial Institutions Reporting/Analytics Risk Management Transaction Monitoring - More features of FINTRX Platform API Client Management CRM Investments Tracking ## FINTRX Platform User Reviews Overall Rating 5.0 Ratings Breakdown 5 100% 4 0% 3 0% 2 0% 1 0% Secondary Ratings Ease of Use 5.0 Customer support 4.0 Have you used FINTRX Platform and would like to share your experience with others? SW Steve W. Used unspecified for unspecified Review source Reviewed December 2014 Great Group 5 OVERVIEW: Very strong product. Have been using Capital Hedge and now the fintrx product for 3 years. We started with just their family office database, and now have migrated all of our CRM efforts from salesforce as well. PRO's: most detailed family office directory we have seen, data updated daily, powerful technology, cloud based, built for alternatives, all of our efforts are now in one place (data, CRM, email, etc), great support CONS: can more expensive than other family office data providers, US based so non domestic firms may struggle with time difference, access limited to 10 seats per company Worth a good look if seeking family office investor data, CRM, or both. Ratings Breakdown 5 Ease of use 4 Customer support Read More Showing 1 - 1 of 1 Reviews ## FINTRX Platform Popular Comparisons [Morningstar Direct vs FINTRX Platform](https://www.softwareadvice.com/compare/278078-fintrx-platform/vs/526658-Morningstar-Direct/) ## Other Top Recommended Financial Services Software [Sage Intacct](https://www.softwareadvice.com/accounting/intacct-accounting-profile/) **4.3** (714) Recently recommended **6** times [SAP S/4HANA Cloud](https://www.softwareadvice.com/accounting/sap-s-4hana-cloud-profile/) **4.3** (358) Recently recommended **1** times [PayPal](https://www.softwareadvice.com/retail/paypal-profile/) **4.6** (26566) Recently recommended **0** times [Acuity Scheduling](https://www.softwareadvice.com/medical/acuity-profile/) **4.8** (5754) Recently recommended **0** times Stuck Between Options? 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