AI can answer almost anything you ask it. But the answer is only as useful as the data behind it. FINTRX gives distribution teams verified private wealth intelligence on more than 850,000 financial firms and contacts, from holdings and allocations to family office activity, turning AI into a tool for real prospecting, research, and sales decisions. Here are 25 prompts you can use with FINTRX to find opportunities, analyze accounts, prioritize prospects, and prepare for better conversations.
The prompts below can take different forms depending on how your team works:
Inside FINTRX: Use AI Analyst to ask complex questions in plain language, and AI Elements to turn your prompts into custom data fields and scores that appear across profiles, search, filters, lists, and exports.
Through FINTRX MCP: Bring FINTRX intelligence into ChatGPT, Claude, or Perplexity, where you can ask questions that combine FINTRX data with other context available in your AI environment, like "Compare the accounts in my CRM against FINTRX holdings and allocation data and rank my open opportunities by fit for [strategy]."
With Fin, the new FINTRX AI Agent: Ask questions directly, or let Fin work in the background: monitoring the firms, people, and activity you care about and briefing you before meetings across email, Slack, Microsoft Teams, Outlook, and Google Calendar.
Knowing an RIA's AUM is one thing. Knowing how it invests, where its portfolio is concentrated, and who influences manager selection gives you something to act on.
1. "Summarize this RIA's investment strategy, portfolio allocations, and largest areas of exposure."
2. "Identify the key decision-makers at this firm responsible for manager selection and investment decisions."
3. "Categorize this firm's primary client base as high-net-worth, ultra-high-net-worth, institutional, or a combination."
AUM, geography, and custodian can narrow the universe. Investment behavior can tell you which firms may actually fit what you're selling.
5. "Find RIAs in my territory with more than 10% of their portfolio in active ETFs."
Tip: Save a prompt like this as an AI Elements field, and the score becomes a column you can search, filter, and export across every firm in FINTRX.
Family offices can be difficult to research using public filings alone. FINTRX data on 4,600+ family offices, including their direct investment activity, shows where family office capital is going and which allocators may fit a fundraising strategy.
8. "Find family offices with a demonstrated appetite for venture capital investments."
9. "Identify family offices with a history of co-investments or direct deals alongside other allocators."
10. "Find family offices allocating to private equity and rank them based on fit for [fund or strategy]."
11. "Identify family offices with recent direct investment activity in [sector or asset class]."
Sometimes you already know who you're meeting. The question is what you should know before the conversation starts.
12. "Give me a rundown on this firm, including its investment strategy, key decision-makers, holdings, and recent activity."
13. "Flag the most relevant changes at this firm in the last 90 days, including allocation shifts, people moves, and other activity worth knowing."
14. "Identify competing products this firm currently holds and give me three areas worth discussing in the meeting."
With Fin connected to Outlook or Google Calendar, you don't have to ask. Fin reads your schedule and sends a brief before your meetings.
Individual account research tells you what's happening at one firm. Looking across FINTRX data can help uncover patterns across an entire territory or segment.
15. "Find RIAs in my territory that have increased their exposure to alternative investments."
16. "Identify firms that have recently increased their exposure to emerging markets and show where the change was most significant."
17. "Analyze active ETF adoption across RIAs and identify the types of firms where adoption is strongest."
The question isn't simply which firms meet your filters. It's which firms show signals that make your product relevant.
18. "Find RIAs in my territory holding [competitor fund] and rank them based on potential fit for [our fund or strategy]."
19. "Compare the holdings and allocation behavior of these accounts against [our strategy] and identify the strongest potential matches."
20. "Identify RIAs that have recently reduced or exited positions in [competitor fund] and may be evaluating a replacement."
A specific reason to reach out is stronger than another generic check-in. Use what FINTRX knows about the firm or advisor to find one.
21. "Generate three outreach angles based on this firm's current portfolio, recent activity, and investment approach."
22. "Find the warmest path into this firm through my network and existing relationships."
Your next opportunity may look a lot like an account you've already won, or come from a relationship that just moved somewhere new.
24. "Build a lookalike list of firms that resemble our strongest current clients based on AUM, investment behavior, holdings, and allocation patterns."
25. "Identify wealth teams or advisor groups that recently changed firms and show me the people, firms, and relationships involved."
Some questions only need to be answered once. Others don't.
"Which advisors moved firms?"
"Did any of my target accounts change allocations?"
"Did a competitor ETF show up in a portfolio?"
If you find yourself coming back to the same question, give Fin the job of watching for it. Fin monitors advisor moves, allocation shifts, firm-level changes, and M&A activity around the clock, and delivers what's relevant through email, Slack, and Microsoft Teams.
Pick the prompt closest to what's on your plate this week, whether that's a meeting on Thursday, a territory you're still mapping, or a fund that needs the right family offices. Run it against FINTRX data and see what comes back. If it's a question you'll want answered again next month, hand it to Fin.