What Is SOC 2 Type 2 & Why It Should Matter When Evaluating Your Data Vendors
When your firm subscribes to a new tool or platform, you are not just accessing information. You are entrusting that vendor with your own. Your team's…
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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
We Asked Advisors What Makes Someone Stand Out in a Meeting. Here's What They Said.
If you sell into the RIA channel, you already know how hard it is to get time with an advisor. When you do get that meeting, whether it's a scheduled …
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Top 10 Data Sources to Integrate Into Your AI Platforms (and Why It Matters)
AI platforms like ChatGPT, Claude, and Perplexity are quickly becoming part of how teams research firms, prepare for meetings, and think through distr…
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How Asset Managers Can Use AI to Improve RIA Prospecting in 2026
AI has quickly become embedded in how teams research prospects, prepare for meetings, and execute outreach. But while access to tools like ChatGPT, Cl…
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5 Powerful AI Prompts for Raising Capital from Family Offices
AI tools like ChatGPT, Claude, and Perplexity are quickly becoming part of how capital raisers source investors, analyze fit, and prepare for meetings…
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5 Powerful AI Prompts for Asset Managers Using FINTRX Data
AI tools like ChatGPT, Claude, and Perplexity are quickly becoming part of how asset managers research RIAs, analyze portfolios, and prepare for meeti…
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FINTRX AI Integrations: Bringing Private Wealth Intelligence Into Your AI Workflow
AI platforms like Claude, Perplexity, and ChatGPT are quickly becoming a central part of how teams research firms, prepare for meetings, and think thr…
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10 Best Practices for AI Prompts in Data Analysis
AI tools like ChatGPT, Claude, and Perplexity are rapidly changing how teams analyze data. But there’s one consistent truth: The quality of the output…
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The 20 Most Common FINTRX AI Prompts Used by Distribution Teams
AI is rapidly becoming a core workflow driver for private wealth prospecting, ETF distribution, and capital raising. Asset managers, ETF issuers, and …
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The Best AI for Targeting RIAs: Why FINTRX Beats ChatGPT, Gemini & Perplexity
If you’re serious about targeting RIAs, “just using AI” isn’t enough. Yes, tools like ChatGPT, Gemini, and Perplexity are incredibly powerful. They’re…
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