FINTRX Platform
About FINTRX Platform
Most Helpful Reviews for FINTRX Platform
1 Review
Steve
Used free trial
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
4
Reviewed December 2014
Great Group
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.