AI Elements allows FINTRX users to design entirely new data fields that are automatically populated across tens of thousands of RIA and family office profiles. Whether you’re ranking prospects, identifying the right contact for your product, or uncovering thematic investment trends, AI Elements adapts to you and gives you a competitive edge compared to others relying on static data sources.

Here are five real prompts FINTRX users have leveraged to create powerful, proprietary data inside their platform.

1. Uncover Early Adopters of ETFs

Prompt:
“Rank each firm on a scale from 1–5 based on their willingness to adopt a newly-launched ETF. Consider factors such as historical allocations to recently issued funds, speed of adoption for emerging issuers, portfolio turnover, thematic alignment with innovative asset classes, and overall openness to alternative or niche strategies.”

How it’s used:

This Element acts as an Early Adopter Score, highlighting RIAs most likely to allocate to new ETFs during launch. Firms with a history of embracing emerging issuers or rotating portfolios frequently score higher, helping distribution teams target progressive allocators and drive faster adoption.

2. Identify Investment-Focused Contacts

Prompt:
“Provide me with at least two contacts for each firm. Looking for CIOs, Heads of Investment Research or portfolio managers in that order. Provide contact info & quick background on who they are in & outside of work. Always title your reply as follows: Contact Title, Contact Name.”

How it’s used:
This Element automatically surfaces the decision-makers most relevant to your distribution efforts, saving hours of manual research. Many teams use this to build targeted outreach lists and ensure the right message reaches the right people at the right time.

3. Analyze ETF Holdings

Prompt:
“Provide an analysis of their ETF book, outlining Options Trading, and a breakdown of their Options Trading ETFs. Outline new ETF positions and recently closed out positions. Include details around current ETF providers/issuers and any notable allocation trends.”

How it’s used:
By generating ETF-specific insights across RIA portfolios, users can spot emerging themes, identify growing allocations, and uncover opportunities to position their own funds. This Element is especially valuable for ETF issuers seeking real-time intelligence on how RIAs are investing and reallocating across strategies.

4. Predict M&A Activity

Prompt:
“Analyze firm-level growth metrics, advisor movements, and leadership bios to estimate the likelihood that this RIA will pursue an acquisition or merger in the next 12 months.”

How it’s used:
This AI-generated field gives users an early indicator of firms entering expansion mode—helping recruiters, consultants, custodians, and buyers engage before deals happen. Combined with FINTRX’s native Acquisition Score, it creates a comprehensive view of M&A activity across the RIA landscape.

5. Identify Active Family Office Investors

Prompt:
“Calculate how many months it has been since the family office last made a direct investment into a property or company."

How it’s used:
This Element allows users to track the investment cadence of family offices, signaling when firms might be gearing up for their next allocation. It’s an invaluable data point for fundraisers and private equity teams seeking to time outreach with investor activity cycles.

The Bottom Line

With AI Elements, FINTRX transforms how data is created, analyzed, and leveraged, turning every firm’s unique intelligence into actionable, searchable fields. By combining FINTRX’s verified dataset with custom AI-generated insights, users gain a distinct competitive edge in prospecting, segmentation, and market strategy.

Ready to see how you can build your own data fields?

 👉  Explore AI Elements on FINTRX