FINTRX Announces New Family Office Database Dossier Builder Feature

April 17, 2019
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Boston, Massachusetts - FINTRX is excited to launch the release of Dossier Builder, a new add-on to their family office database platform. Dossier Builder allows users to export profiles into a convenient merged PDF, designed for offline use and meeting preparation.

"As roadshows remain a vital component in our client's fundraising process, we continue to enhance and optimize the tools within this silo of FINTRX. We're very excited about the launch of Dossier Builder as a means to create an organized meeting and travel schedule and to further compliment our Search Vision technology,” says Chris Kiley, Senior Business Development Director for the company.

The new builder is easy to use, convenient and something that the company says is perfect for road shows. It enables users to include up to ten dossiers within each PDF. Additional features include the ability to share and collaborate the dossier builder lists among team members, as well as the ability to build and tailor the list based on itinerary.

The builder can also be combined with Search Vision to optimize travel preparation and features updates to data to ensure that each user has the most updated investor data that is currently available. Kiley states that the new feature will be available to existing clients who currently have the company’s LP Pro+ or Buy-Side Pro+ tier, and that it is also available as an add-on opportunity for existing clientele.

Those who are interested in learning more can read the announcement or get in touch with FINTRX using the website.

FINTRX is a leading provider of comprehensive investor intelligence in the field of family office data for asset raising professionals. The company offers the preeminent family office database and research solution to the private capital markets.



SOURCE: Press Advantage [Link]

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About FINTRX:

FINTRX is the leading family office data, research, and intelligence platform to the alternative investment industry & private capital markets.

Contact FINTRX:

200 Ledgewood Place
Suite 203
Rockland, MA 02370
(617) 517-0789

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May 02, 2019FINTRX Releases Third Installment Of Family Office Interview Series

April 11, 2019FINTRX Interview Series with Sofia Syed, Keystone Law

March 11, 2019FINTRX Family Office Blog Launches Interview Series

February 19, 2019Former Wealth-X President Marc Cohen Joins FINTRX Board Of Advisors

February 08, 2019FINTRX Releases New Features For Buy Side Platform

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