FINTRX 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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New AI Element Generating

Prompt

Create a new field that lists each RIA’s largest ETF issuer based on exposure

Single-select Largest issuer by exposure Applied to 45,000 RIAs

RIALargest issuerExposure

Meridian Wealth Partners iShares 41%
Callaway Advisory Group Vanguard 38%
Fern Hollow Capital State Street 34%
Lantern Creek Advisors Invesco 29%

Illustrative results · searchable, filterable, exportable

Why it matters

An Evolution in Private Wealth Intelligence

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.

How it works

From a sentence to a native data field

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.

app.fintrx.com · new element

Summarize this firm’s ETF strategy

Prompt parsed Field type inferred Element created

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.

Field format

Free text Number Dollar value Percentage Yes / No Single-select Multi-select

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.

Profiles Firm and contact records Search Query your own fields Filters Narrow by any Element Exports Ships with every download Alerts Watch for changes CRM Syncs to your stack

Use cases

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

iShares 41% Vanguard 33% State Street 18% Invesco 9%

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.

Meridian Wealth Partners 94 Callaway Advisory Group 91 Fern Hollow Capital 88 Sabine Partners 72

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.

Generated narrative

Meridian Wealth Partners is a $2.4B Boston RIA serving 900 HNW households. Core equity exposure sits in low-cost iShares and Vanguard funds, with 41% in a single issuer.

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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FAQ

Frequently Asked Questions

What is AI Elements by FINTRX?

AI Elements is an an AI-powered custom intelligence engine that expands the FINTRX private wealth dataset beyond predefined fields. Elements allows each FINTRX user the power to build, analyze, and search their own native datapoints across thousands of records, effectively transforming FINTRX into a personalized source of customized private wealth intelligence, built around each client’s unique strategy and approach.

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

AI Elements allows you to build and analyze everything from firm allocation trends and product exposure to behavioral signals that indicate buying intent. Elements turns those insights into structured fields that guide your team toward the clients, products, and financial professionals with the greatest potential to grow your business.

What type of fields can I create using AI elements?

Using Elements, you can structure you data as free text, numbers, dollar values, percentages, Yes/No toggles, single-select, and multi-select.

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

AI Elements is the only solution in the market that allows users to create their own data and analytics inside the platform. While other providers offer static or predefined datasets, FINTRX lets you define, structure, and scale intelligence that is completely customized to your strategy.

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

AI Elements works seamlessly with other FINTRX AI tools like AI Search and AI Analyst to create a connected intelligence experience. You can use AI Search to identify opportunities, AI Analyst to generate firm-level insights, and then apply AI Elements to turn those insights into persistent, structured data fields that live across your FINTRX environment—making your research, targeting, and reporting fully integrated and AI-driven.

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

Agentic AI refers to a new generation of artificial intelligence systems that can autonomously take action, not just analyze or generate information. In other words, these systems act as agents—they don’t just answer questions or return insights; they can plan, execute, and adapt tasks on their own to achieve defined goals.