FINTRX Platform

RATING:

5.0

(1)
Overview

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 det...
FINTRX Platform accounts and AUM
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FINTRX Platform Reviews

Overall Rating

5.0

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

4

Value for money

0

Functionality

0

Most Helpful Reviews for FINTRX Platform

1 Review

Steve

Used free trial

Review Source: Capterra

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.