What is FINTRX Private Wealth Data?
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Add-on summary
Access FINTRX family office & registered investment advisor data from any webpage directly within your browser. The FINTRX Chrome Extension allows you to uncover essential information on global family offices, registered investment advisors, broker dealers, and private companies from any web page. Identify FINTRX data and sync data within any news article or web based email provider with a single click.
To use this product, you must log in with an existing FINTRX account.
- Increase Efficiency
Search any web page for family offices, broker dealers and registered investment advisors. Scan news articles or search directly within the FINTRX extension to uncover our comprehensive private wealth data without leaving your browser. Additionally, our extension offers you the ability to build prospect lists, target territories, tag investors, and create prospecting notes & tasks plus much more...
- Streamline Your Workflow
With a single click, bring FINTRX family office, RIA and broker dealer data directly to where you work.
- Improve Your Prospecting & Meeting Prep
Add-on safety
Risk impact
FINTRX Private Wealth Data requires some sensitive permissions that could impact your browser and data security. Exercise caution before installing.
Risk likelihood
FINTRX Private Wealth Data is probably trust-worthy. Prefer other publishers if available. Exercise caution when installing this add-on.