What is FINTRX Private Wealth Data - Chrome Access?
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NEW: Now includes early BETA Access to LinkedIn 360 & Relationship Path Features + Microsoft Dynamics CRM Sync!!
Our LinkedIn 360 feature is a powerful integration within the LinkedIn platform that brings comprehensive data from the FINTRX family office and registered investment advisor (RIA) database directly to LinkedIn users. It provides users with an in-depth look at the professional and personal details of their contacts, such as investment preferences, professional history, and regulatory status. With LinkedIn 360, professionals in wealth management, asset management, and financial advisory services can engage with a tailored approach, enhancing their networking and research capabilities.
- Access to comprehensive data on professional and personal details of LinkedIn contacts
- Real-time overlay of contact and firm information
- Empowers tailored and personalized interactions
- Enhances due diligence, prospecting, and relationship building efforts
- Seamlessly integrates with existing LinkedIn layout and workflow.
** Now includes Salesforce & Hubspot integrations!
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.
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FINTRX Private Wealth Data - Chrome Access requires some sensitive permissions that could impact your browser and data security. Exercise caution before installing.
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FINTRX Private Wealth Data - Chrome Access is probably trust-worthy. Prefer other publishers if available. Exercise caution when installing this extension.
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