ETF wholesalers are operating in one of the most competitive distribution environments ever. Markets move quickly, advisors adjust portfolios even faster, and getting in front of the right decision-makers, at exactly the right time, has become a data-driven sport. FINTRX gives wholesalers that edge. Built for the private wealth ecosystem, FINTRX combines real-time advisor behavior tracking, natural language search, and AI-powered relationship mapping to help ETF wholesalers pinpoint high-fit RIAs, uncover warm paths, and personalize outreach at scale. Discover six high-impact prompts top ETF wholesalers use across their territory planning, model portfolio selling, and active ETF distribution workflows.
This is the cornerstone prompt for territory planning. It helps ETF wholesalers zero in on the RIAs that matter most: large firms, aligned with your custodian, already allocating to active ETFs.
Why This Works:
FINTRX translates your prompt into the right combination of filters (AUM minimums, geography, custodian, and active ETF usage), producing a refined list of high-value targets.
Why It Matters:
You eliminate wasted time on firms with the wrong custodian, insufficient scale, or no interest in active management. You start every quarter with a cleaner, more focused outbound plan.
Use Case:
Quarterly territory resets, pipeline building, or identifying which RIAs should be a top-of-funnel priority.
Momentum matters. This prompt surfaces advisors actively increasing their ETF usage, indicating openness to reallocation discussions.
Why This Works:
FINTRX analyzes year-over-year allocation trends, highlighting advisors who added new ETFs, adjusted weights, or reworked their models.
Why It Matters:
These advisors are mid-transition. Whether driven by macro shifts, client demand, or model changes, they’re more likely to consider new sleeve upgrades or fund replacements.
Use Case:
Target advisors actively reshaping portfolios, prime candidates for conversations about your active ETF lineup.
It’s one thing to find model users. It’s another to get in front of the architects behind them.
Why This Works:
FINTRX cross-references ETF model usage with org charts and titles, identifying CIOs, investment committee members, and portfolio managers who actually drive allocation decisions.
Why It Matters:
Influence lives at the model level. Winning here can translate into firm-wide adoption, not a single account.
Use Case:
Pitching a thematic ETF sleeve, a style-box replacement, or a portfolio-level active ETF strategy.
Think of this as your pre-call cheat sheet. Before every outreach or meeting, this prompt gives you the full picture, without hours of prep.
Why This Works:
FINTRX AI Analyst pulls allocation data, fund preferences, AUM trends, and recent behavioral shifts to produce a tailored, actionable summary.
Why It Matters:
You enter every meeting prepared with the insight that counts, how ETF-heavy they are, what they prefer, and how your fund aligns with their strategy.
Use Case:
Cold outreach, conference meetings, follow-up prep, or tailoring fund messaging to each firm.
Not all ETF momentum is equal. FINTRX helps wholesalers pinpoint advisors leaning specifically toward active ETF strategies, your core value driver.
Why This Works:
FINTRX flags RIAs showing growth in active ETF usage across models, positions, or reallocations, true behavioral shift, not just market drift.
Why It Matters:
Advisors increasing active ETF exposure are ideal targets for differentiated fund conversations, thematic strategies, or model upgrades.
Use Case:
Prioritizing advisors who are in evaluation mode and receptive to new active ETF offerings.
This is relationship intelligence at its smartest. Use this to replace cold outreach with warm, referral-friendly access points.
Why This Works:
FINTRX Relationship Path finds warm introduction points, shared connections, or team-level overlaps across RIAs, broker-dealers, and family offices.
Why It Matters:
Referrals outperform cold outreach every time. This prompt turns “Who should I reach out to?” into “Here’s exactly who can get me in the door.”
Use Case:
Turning priority targets into booked meetings by finding the fastest, warmest route in.
The best ETF wholesalers aren’t pushing harder; they’re operating smarter.
FINTRX pairs industry-leading private wealth data with powerful conversational AI to streamline every stage of your distribution workflow:
✔ Identify high-fit RIAs for active ETF selling
✔ Track real-time allocation behavior
✔ Personalize outreach with firm-level intelligence
✔ Find warm paths to key decision-makers
✔ Prep for meetings in seconds, not hours
When you know exactly who to target and why, every conversation gets stronger and every fund story lands with more precision.