FINTRX + Milemarker Integration

FINTRX + Milemarker Integration | Own Your Data

Connect FINTRX and Milemarker to Streamline Data and Operations

Set Up Your First Integration

Quickly connect Fintrx, the leading intelligence and research platform for the family office and registered investment advisor (RIA) ecosystem, with Milemarker to centralize data workflows, enhance relationship management, and drive operational performance across your firm.

Milemarker enables seamless integration between Fintrx’s investor intelligence and your internal systems—helping you operationalize insights, sync key data, and automate workflows that power your business development and client service strategies.

How It Works

Choose a Trigger

A Trigger is the event that starts your workflow—such as:

A new investor or contact added in Fintrx
A profile update or firm interaction recorded
A new note or engagement logged on a family office or RIA

Add Your Action

An Action is what Milemarker does in response—like:

Syncing contact or firm data to your CRM or pipeline
Updating dashboards or investor engagement records
Notifying your team when a key contact is updated or engaged

You're Connected!

Once connected, Milemarker ensures all critical Fintrx data flows directly into your firm’s workflows—streamlining operations, enriching insights, and enhancing strategic targeting.

Supported Communication Channels via FINTRX

- Investor and Contact Profiles
- Firm-Level Intelligence and Insights

- Engagement History and Interaction Notes
-Custom Tags, Attributes, and Pipeline Stages

Why Choose Milemarker?

Unified Intelligence

Combine Fintrx data with your operational workflows to unlock deeper insights and better decisions

Automated Outreach

Let Fintrx intelligence trigger real-time BD workflows and follow-ups

Scalable Architecture

Handle growing data needs with confidence, security and no-code setup

Supercharge Business Development with Fintrx + Milemarker

If your firm leverages Fintrx for investor discovery and engagement, Milemarker ensures that valuable data doesn’t just live in reports—it fuels your growth engine. Automate key steps, empower your teams, and make better, faster decisions with integrated workflows.

Let’s connect Fintrx and Milemarker today.