Features
Our simplified features
Find out how quickly you can implement these features within your search firm
- Custom Project Form
- Review & Approve Projects
- YTD Revenue Analytics
- Track Workload
- Project Origination
Custom built search form focused on
your products and services
Track your off-limits, Fee splits and referrals with ease by setting up notifications and reminders to keep you informed.
Give your Operations team the ability to
Review & Approve Projects
When a search is submitted to the system, FinDex will keep your consultants and the support staff notified via emails as the project goes through the review process.
Search Revenue and Team analytics at
your fingertips
Give your practice and team leaders the insights that will help them manage their teams more efficiently!
Track the Workload of your teams
across the world
See how many active projects are being handled by your team. This is a great tool to manage your team!
View Project Origination, Conversion &
Execution splits
Get analytics on how new searches are originated and how projects are executed internally.
Everything you need to know
FinDex list of features includes tracking tracking Fee Splits and Referrals, managing team workloads, payment status visibility of retainer invoices, and most importantly, allowing your consultants to view their revenue in real-time!