Capital Hedge

FINTRX Platform

5 / 5 1 review

Who Uses This Software?

Hedge Funds Private Equity Groups Private Real Estate Funds Investment Banks Consultants Independent Asset Raising Groups

Average Ratings

1 Review
  • 5 / 5
  • 5 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • Capital Hedge

About FINTRX Platform

FINTRX allows alternative investment professionals to raise capital and organize investor interaction with incredible ease. FINTRX fuses constantly updated investor intelligence (family offices & institutions) with an integrated CRM. FINTRX users can access live family office data & family office directory information, while gaining access to a suite of marketing and CRM tools built within the interface. Merge data, create and send performance distribution list to investors, & raise capital

FINTRX Platform Features

  • Accounting Management
  • Benchmarking
  • Bonds
  • Client Management
  • Commodities
  • Compliance Management
  • Equities
  • Fee Management
  • Fund Management
  • Futures
  • Payroll & Commissions
  • Performance Metrics
  • Portfolio Management
  • Risk Management
  • Stocks

FINTRX Platform Reviews

Great Group

Dec 20, 2014
5 / 5
Ease of Use
4 / 5
Customer Support

Comments: 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.