---
description: Review of FINTRX Platform Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: FINTRX Platform | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [Financial Services Software](/directory/4356/financial-services/software) > [FINTRX Platform](/software/278078/fintrx-platform)

# FINTRX Platform

Canonical: https://www.softwareadvice.co.nz/software/278078/fintrx-platform

> FINTRX Platform is an investment data and analytics platform. It provides hedge funds, private equity, real estate firms, institutional investors, investment banks, consultants, service providers asset managers, venture capitalists, wealth managers, and financial advisors with insights into institutional investment trends and key decision-makers.

FINTRX Platform offers users access to 13F security holdings, news alerts, investment activity monitoring, detailed contact information, representative AUM coverage and rankings and more. Users can track which securities institutions are buying and selling each quarter, set up custom alerts for news on target accounts or prospects, see how asset managers are allocating client funds across asset classes, find direct contact details for key decision makers, and view individual representative AUM and production data.

FINTRX Platform is a cloud-based solution with an intuitive interface, real-time data, and customer support. The platform integrates data from multiple public and private sources into a centralized hub for investment professionals to gain an information advantage and strengthen business development efforts.
> 
> Verdict: Rated **5.0/5** by 1 users. Top-rated for **Ease of Use**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **5.0/5** | 1 Reviews |
| Ease of Use | 5.0/5 | Based on overall reviews |
| Customer Support | 4.0/5 | Based on overall reviews |
| Value for Money |  | Based on overall reviews |
| Features |  | Based on overall reviews |
| Recommendation percentage | - | ( Likelihood to recommend) |

## About the vendor

- **Company**: Cap Hedge Ventures
- **Founded**: 2014

## Commercial Context

- **Pricing model**: Per User (Free Trial)
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- API
- CRM
- Client Management
- Investments Tracking
- Risk Management

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- 24/7 (Live rep)
- Chat

## Category

- [Financial Services Software](https://www.softwareadvice.co.nz/directory/4356/financial-services/software)

## Related Categories

- [Financial Services Software](https://www.softwareadvice.co.nz/directory/4356/financial-services/software)
- [Investment Management Software](https://www.softwareadvice.co.nz/directory/4566/investment-management/software)

## Alternatives

1. [Morningstar Direct](https://www.softwareadvice.co.nz/software/526658/Morningstar-Direct) — 4.1/5 (251 reviews)
2. [Human Interest](https://www.softwareadvice.co.nz/software/240185/human-interest) — 4.0/5 (36 reviews)
3. [WOWS Investment Portal](https://www.softwareadvice.co.nz/software/430406/wows-invest) — 4.7/5 (97 reviews)
4. [Avestor](https://www.softwareadvice.co.nz/software/523559/Avestor) — 5.0/5 (8 reviews)
5. [DealCheck](https://www.softwareadvice.co.nz/software/224233/dealcheck) — 4.8/5 (38 reviews)

## Reviews

### "Great Group" — 5.0/5

> **Steve** | *20 December 2014*
> 
> 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.

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/278078/fintrx-platform)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/financial-services/fintrx-platform-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/278078/fintrx-platform> |
| en-GB | <https://www.softwareadvice.co.uk/software/278078/fintrx-platform> |
| en-IE | <https://www.softwareadvice.ie/software/278078/fintrx-platform> |
| en-NZ | <https://www.softwareadvice.co.nz/software/278078/fintrx-platform> |

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