The FINTRX MCP is now available in Microsoft Copilot. Copilot users can query live FINTRX private wealth data on RIAs, family offices, broker-dealers, and wealth teams directly inside Microsoft 365. Earlier this year, FINTRX launched MCP integrations with Claude, ChatGPT, and Perplexity. It quickly became the fastest-adopted product in FINTRX history. As adoption grew, so did one request from clients: access to Microsoft Copilot. Many FINTRX clients run on Microsoft 365, and Copilot is the AI assistant their teams use every day.
An MCP, or Model Context Protocol, is an open standard that lets AI assistants connect to outside data sources and tools. It works like a universal adapter. Rather than answering from training data alone, the AI can query a live system and return accurate, current answers.
The FINTRX MCP connects AI assistants like Microsoft Copilot to the FINTRX private wealth database. A user can ask "Which RIAs in Texas with $500M to $2B in AUM added new ETF positions last quarter?" and get an answer pulled directly from FINTRX, without exporting lists or switching between tools.
Distribution, asset raising, and business development teams use the FINTRX MCP to research prospects and build target lists in plain language.
Distribution teams at asset managers and ETF issuers use it to plan coverage. A wholesaler can ask which advisors in their territory recently changed firms, or which RIAs hold a competitor's fund, and build a call list in minutes.
Asset raisers at PE, VC, hedge fund, and real estate firms use it to find LPs. They filter family offices by AUM and investment interests, see who has made direct investments in their space, and identify the right contacts.
Business development teams at recruiting firms, M&A advisors, and service providers use it to spot fast-growing firms and research prospects before outreach.
In Microsoft Copilot, those results move directly into Word, Excel, or meeting prep in Outlook.
The FINTRX MCP includes the same dataset that powers the FINTRX platform, covering RIAs, family offices, broker-dealers, wirehouses, private wealth teams, and endowments and foundations.
Firm-level data includes AUM history, 13F holdings, custodians, private funds, and M&A activity. Contact-level data includes contact details, roles, advisor movement, and relationship mapping across firms. The FINTRX research team updates it continuously, so answers reflect the market as it stands today.
Yes. FINTRX holds independent certifications for both data security and AI governance: SOC 2 Type II and ISO/IEC 42001.
FINTRX is SOC 2 Type II certified, which means an independent auditor has verified that its security, availability, and confidentiality controls operate effectively over time, not just on paper. FINTRX is also ISO/IEC 42001 certified, the international standard for AI management systems. It covers how organizations govern AI responsibly, from risk assessment to transparency and oversight.
Together, these certifications give compliance and IT teams a clear basis for approving the FINTRX MCP in Copilot and every other supported platform.
The FINTRX MCP works with four AI platforms: Claude, ChatGPT, Perplexity, and Microsoft Copilot. Many firms use more than one. A research team might work in Claude while the sales team works in Copilot, and both pull from the same FINTRX data.
Beyond the MCP, FINTRX offers CRM integrations, a Snowflake integration, APIs, and Fin, a built-in agentic AI analyst. The Copilot launch is the newest addition to that lineup.
CRM integrations sync FINTRX firm and contact data directly into client CRMs, so sales and distribution teams work from current records without manual imports. The Snowflake integration delivers FINTRX data into client data warehouses for analytics, modeling, and internal reporting. FINTRX APIs give technical teams programmatic access to build FINTRX data into their own applications and workflows.
For users who want answers without any setup, Fin, the FINTRX agentic AI analyst, is built directly into the platform. Fin handles multi-step research on its own, from building target lists to summarizing a firm before a meeting.
FINTRX clients can connect the FINTRX MCP to Microsoft Copilot by contacting their Customer Success Manager. Not a client yet? Book a demo to see the FINTRX MCP in action.