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The FINTRX platform by Capital Hedge was launched in early 2014, after numerous request for a more dynamic and interactive offering from our seat holders. The result is a cloud driven asset raising platform built to fuse the prospecting process and investor engagement. With FINTRX, our seat holders stay current with our live family office & institutional data, while gaining access to a suite of marketing and CRM tools built within the interface. Seat holders can merge personal data with FINTRX provided data, create and send distribution list, manage prospect interaction, source conference attendees, and more - all within FINTRX.

Key Features

High quality family office data & institutional investor data.

Limited number of seat holders.

Cloud based CRM built within FINTRX, offering seat holders endless options for prospect tracking and interaction.

Open ended technology allowing seat holders to manage their own prospects and contacts through the FINTRX interface.

Create roadshow list, distribution list within FINTRX interface, allowing for easy prospect management and deal flow interaction.

Send monthly performance, quarterly letters, and other industry driven publications through FinTrx and track opens.

Product/Service details