FINTRX Introduces AI Elements, Transforming How Investment Professionals Analyze Private Wealth Data

“AI Elements represents a fundamental evolution in how our clients interact with data,” said Russ D’Argento, founder and CEO of FINTRX. “For years, we’ve delivered comprehensive private wealth intelligence. Now, we’re enabling our users to define and generate intelligence that’s unique to them and that adapts to their goals, processes, and strategies.”

Examples of what users can instruct FINTRX AI to create include:

• Analyze actively traded ETF portfolios to surface buying and selling trends that signal new product opportunities.
• Score each investment manager from 1–10 based on recent ETF AUM growth and alignment with index-based strategies.
• Identify the top three highest-rated dinner locations near this firm’s main office, including cuisine type, distance, and a quick reference link.

FINTRX developed AI Elements in response to client demand for deeper personalization and intelligence tailored to their specific strategies. With AI Elements, users can now create custom metrics and signals such as:

• Product Fit Scores to rank RIAs based on custodian alignment, ETF exposure, and historical allocation patterns
• Momentum and Adoption Signals to detect increasing product usage or shifting exposure among firms
• Breakaway Risk Indicators to identify representatives more likely to transition based on structural and historical movement data
• ETF Exposure and Concentration Analysis to quantify issuer preference and whitespace opportunity
• Personalized Outreach Insights that automatically deliver relevant talking points to key decision-makers

AI Elements supports multiple structured output formats to meet a wide range of analytical and engagement needs:

• Free Text – For narratives, qualitative insights, and contextual analysis
• Number – For rankings, scoring, and performance metrics
• Dollar – For capital flows, client metrics, and AUM values
• Percent – For allocation breakdowns, whitespace analysis, and growth trends
• Single and Multi Select – For classifications, segmentation, and thematic tagging

The launch of AI Elements builds on the momentum of FINTRX’s rapidly expanding AI suite, which continues to transform how asset managers and other investment professionals access the growing wealth markets. Following the successful introduction of AI Search, which enables natural language searching of FINTRX’s industry-leading wealth intelligence, and AI Analyst, which delivers instant, context-rich firm analysis and opportunity assessments, AI Elements represents the next step in that evolution. 

FINTRX plans to unveil additional AI-powered capabilities in the coming months, further extending its mission to redefine how the private wealth market is understood, accessed, and acted upon.

Link to the Full Press Release.

About FINTRX

FINTRX is the leading AI-powered intelligence platform built to streamline how asset managers, fund distributors, and financial services providers identify, research, and engage the global private wealth ecosystem. Trusted by hundreds of leading financial institutions, including The TCW Group, PIMCO, KKR, and Addepar, FINTRX delivers comprehensive data on 40,000+ RIAs, family offices, and broker-dealers, as well as 760,000+ key decision makers, empowering clients to build deeper relationships, accelerate growth, and drive smarter distribution.

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