Calendly: Meeting Scheduling Software
Schedule meetings without the hassle. Never get double booked. Calendly works with your calendar to automate appointment scheduling.
Access FINTRX family office & registered investment advisor data from any webpage directly within your browser.
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NEW: Now includes FINTRX Endowment & Foundation Data access!
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
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Schedule meetings without the hassle. Never get double booked. Calendly works with your calendar to automate appointment scheduling.
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