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FINTRX

By Capitalhedge

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How would you rate your experience with FINTRX?

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FINTRX Pricing Overview

FINTRX has not provided pricing information for this product or service. This is common practice for software sellers and service providers. Contact FINTRX to obtain current pricing.

FINTRX Alternatives Pricing

The following is a quick overview of editions offered by other Other Finance & Insurance Software

Zocks
Essentials
Starting at $67.001 User Per Month
Capture notes without recordings & free up time to focus on clients
  • Meeting preparation
  • AI Note-taking
  • CRM integration
  • Financial planning integration
  • Portfolio management integration
Capitaliz
Capitaliz Subscription
$99.001 Capitaliz Subscription Per Month
Ongoing subscription to manage company and implement the recommendations from the Business Insights Report
  • Guided fastrack onboarding
$49.99per month/per advisor
Includes all core features!
  • Optimize Social Security Benefits Strategy
  • Quick, accurate, easy Social Security strategy identification and comparison
  • View alternate Social Security strategies
  • Break-even chart to see which strategy produces the best result over all life expectancy combinations
  • Client-facing seminar

Various alternatives pricing & plans

Pricing information for the above various FINTRX alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.

FINTRX Pricing Reviews

(1)
Eric V.
EV
Member
Small-Business (50 or fewer emp.)
"Find another company"
What do you like best about FINTRX?

Interface was relatively easy to use, although there is a bit of a learning curve. There's a lot of data, but it's up to you to slice and dice it, so when you first use the system, it's a bit overwhelming. You'll be assigned an account manager who will spend as much time as you need personally helping you. Review collected by and hosted on G2.com.

What do you dislike about FINTRX?

Organizations mis-categorized. Contact data not accurate. Overall, we found the platform to be a waste of money. Unfortunately, Fintrx locks you into a year-long contract, and they will stick you to it. A very expensive lesson well-learned. We will never again use this company and hope others learn from our mistake.

Also, the way they train their salespeople makes the experience feel more like buying a used car than subscribing to a B2B software platform. Perhaps it was just the salesman we got, but it was unpleasant and in retrospect, it is clear that he didn't care about providing value; he was just trying to make the sale.

We tried to use the platform for a couple of months, found that the learning curve was too high, found the data poor, and went to the company with a desire to leave or at least get a pause. These requests were met with a blithe "No." So, we let it collect dust for the remaining ten months of the contract.

Caveat emptor. Review collected by and hosted on G2.com.

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FINTRX
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