Introducing AI Elements: Turn Your AI Prompts into Structured Intelligence

Create fully custom data fields using simple natural language prompts and watch FINTRX AI instantly generate structured data points across RIA, broker-dealer, wealth team, and family office records.

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An Evolution in Private Wealth Intelligence

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Unprecedented Personalization

Create intelligence that reflects your actual strategy without being limited by predefined fields.

Accelerated Speed to Insight

Your proprietary analysis is instantly integrated across FINTRX, including firm and contract profiles, search, filters, and exports

Deeper Context at Scale

Go beyond numbers to surface narratives, market views, and portfolio themes that power smarter engagement.

Guaranteed Consistency

Scoring systems and narratives are applied uniformly across thousands of records ensuring a single source of truth across sales, marketing, and strategy.

DEFINE YOUR AI ELEMENTS

Create Data With AI Prompts

Describe the data or analysis you are looking for with natural-language prompts. FINTRX AI translates your prompt or question into your own proprietary data field within the FINTRX platform.

FORMAT YOUR CUSTOMIZED DATA

Structured For Your Analysis

AI Elements can be structured in a variety of formats to support your analysis, from qualitative narratives to quantitative scoring. Formats include free text, numbers, dollar values, percentages, binary fields, and single and multi-select lists.

SCALE ACROSS THE FINTRX PLATFORM

Integrated Across Your Workflows

Every Element you create becomes a native data point within FINTRX, available in firm and contact profiles, searchable, filterable, exportable, and fully integrated with your team's workflow.

Whatever You Imagine, AI Elements Builds — Endless Use Cases, Infinite Scale.

Analyze ETF Exposure

Prompt FINTRX AI with instructions like “Break down each firm’s ETF exposure by issuer and category” or “Identify the percentage of ETF holdings in iShares, Vanguard, and State Street funds.” The AI analyzes each firm’s filings and portfolio data to generate structured, comparable results you can filter, rank, and export—helping you pinpoint alignment, overlap, and whitespace at scale.

Create Custom Scoring Models

Design scoring models that rank firms, teams, or contacts based on your unique criteria. FINTRX automatically assigns scores across every relevant record—creating a consistent, scalable framework you can use to prioritize outreach, qualify opportunities, or measure engagement.

Generate Tailored Narratives

AI Elements makes it easy to create personalized narratives and summaries such as “Summarize this firm’s ETF strategy” or “Write a two-sentence overview of this advisor’s business focus.” FINTRX AI then produces context-rich narratives for each record, giving you instant, consistent insights you can use for meeting prep, outreach personalization, or report generation.

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Frequently Asked Questions

What is AI Elements by FINTRX?

What kind of private wealth analysis can I create with AI Elements?

What type of fields can I create using AI elements?

How does AI Elements differ from other private wealth data platforms?

How does AI Elements integrate with the other AI features of FINTRX?

What is “Agentic AI” and how is it different than other AI?

FROM THE BLOG

Breaking Down FINTRX AI Elements

AI Elements introduces a new level of flexibility inside the FINTRX platform, allowing you to create, structure and scale custom data fields across RIAs, Wealth Teams, and Family Offices. This blog takes a closer look at how AI Elements works, what you can build it it, and how it transforms raw data into personalized and actionable intelligence.

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