Think about the research you did this week. How much of it will you have to do again next week? Check the same target accounts. Look for advisor moves. See what changed in your territory. Revisit allocations. Research another set of prospects. Those are the kinds of jobs you can hand to Fin. Fin is FINTRX's AI agent for private wealth, built to handle recurring research, monitor the firms and people you care about, and surface changes when they happen. Instead of starting with everything Fin can do, start with something already on your list. Here are six jobs you can give Fin this week.
1. Find Out When Something Changes at a Target Account
Your target list shouldn't only be useful when someone remembers to check it.
Ask Fin: "Watch these 25 target accounts and alert me when a firm announces an acquisition, names a new investment decision-maker, or shows signs of a leadership transition."
Fin keeps watch on the firms you've already identified and surfaces the changes you've told it matter. Instead of repeatedly checking the same accounts for something new, Fin brings the change to you when there's something worth seeing.
2. Start With What Changed in Your Territory
You probably know your territory. The harder part is keeping up with everything that happened across it since you last looked.
Ask Fin: "Every Monday, send me a brief on my Northeast territory. Summarize the biggest RIA news, advisor and team moves, M&A activity, and firm changes from the past week."
Fin turns that request into a recurring update, so Monday starts with what changed rather than another round of research. And when your priorities change, the report can change with them. Reply to Fin and tell it what you want to see next time.
3. Catch Advisor and Team Moves While They're Still Relevant
An advisor joining, leaving, or breaking away from a firm can change more than an org chart. Relationships, assets, and opportunities can move with them.
Ask Fin: "Alert me when an advisor or team leaves, joins, or breaks away from one of these firms. Show me where they moved and the context I need to decide whether to reach out.”
Fin surfaces advisor and team moves with the context you need to understand what changed, who’s involved, and where there may be an opportunity to act. It can even draft a relevant outreach note to help you take the next step.
4. See When the Investment Picture Changes at a Target Firm
The allocation picture you researched three months ago may already be outdated.
Ask Fin: "Track these target RIAs for allocation changes and activity involving [competitor ETF]. Let me know when you see a shift that could create an opportunity for our strategy.”
Fin can keep tabs on allocation changes and relevant ETF activity across the accounts you care about. Instead of treating holdings research as a one-time exercise, you can keep watching for the changes that could create a reason to reach out.
5. Find the Next Firms Worth Calling
Sometimes the job isn't keeping up with firms you already know. It's figuring out who belongs on the list in the first place.
Ask Fin: "Find RIAs managing over $2B in my territory that fit our investment strategy. Rank the strongest opportunities and show me why each firm is a fit.”
Give Fin the market you're covering and the criteria that matter, and it can research the FINTRX universe against them.
Instead of building a broad list and researching firms one by one, start with the criteria that define a strong prospect. Fin can help narrow the market to the firms worth a closer look, then you can open the underlying FINTRX records to dig deeper.
6. Follow What Your Target Family Offices Are Investing In
Knowing a family office's mandate is useful. Knowing what it's actually doing can tell you much more about where its attention is right now.
Ask Fin: "Every Friday, summarize the new direct investments, transactions, and real estate activity across the family offices on my target list. Highlight the most active investors and what they're backing.”
Fin can keep track of those investment signals as they appear in FINTRX. For fundraising teams, that means you don't have to keep asking, "When did we last research this LP?" You can focus on what's changed since you did.
Give Fin One Job This Week
Think about the task(s) you did more than once this week.
Maybe you checked the same target accounts again. Looked for advisor movement. Rebuilt a territory update. Checked allocations. Researched another group of prospects. Revisited a family office to see what had changed.
That's probably the best job to give Fin first.
You don't need six new workflows. Start with one research or monitoring task you already know you'll have to do again, and let Fin take it from there.