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Private Wealth Research & Insights

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

Boston, MA, October 28, 2025 -- FINTRX, the AI-powered private wealth intelligence platform for asset managers and other investment professionals, today launched AI Elements — a new tool that enables users to create custom data fields,...

Unlocking Warm Introductions: How FINTRX Relationship Path Accelerates Private Wealth Access

The difference between a cold outreach and a warm introduction can determine whether a conversation even happens and ultimately, if business is ever won. Relationship intelligence has become one of the most valuable assets in a business...

5 Ways to Supercharge Private Wealth Prospecting & Sales with FINTRX AI

In private wealth, sales teams face the same roadblock: inefficient outreach built on static lists and outdated data. Whether you're raising capital, distributing investment products, recruiting advisors, or sourcing M&A deals, guesswork...

How to Target RIAs by Their Current Tech Stack

Every Registered Investment Advisor (RIA) runs on a tech stack - CRM systems, portfolio management platforms, compliance tools, trading software, and client portals. And just like the markets they serve, those stacks are always evolving....

Launching an ETF? Here’s the 3-Step FINTRX Framework for Success

Each year, hundreds of new funds hit the market, but only a fraction gain meaningful traction. The difference between ETFs that capture assets quickly and those that stall often comes down to one thing: distribution. If you’re bringing an...

How Effective is ChatGPT for Targeting RIAs?

The race to capture the attention of registered investment advisors (RIAs) has never been more competitive. Asset managers and distribution teams are under constant pressure to find new ways to cut through the noise, build relationships,...

How to Use Custodian Data to Recruit Advisors & Expand RIA Relationships with FINTRX

Custodian changes are often the first signal an advisor is preparing to move. They reflect friction, whether operational, strategic, or platform-based, and smart recruiters are watching closely. If you're only looking at job changes,...

7 Prospecting Mistakes Asset Managers Make (and How FINTRX Fixes Them)

Asset managers  cannot afford to waste time on the wrong targets, outdated data, or generic outreach. Yet many teams still fall into common prospecting traps that stall growth and limit conversion. Below, we unpack seven of the most...

8 Ways FINTRX Makes Your CRM Smarter

CRMs are no longer enough when it comes to high-value relationship management. While they’re critical for organizing data, they fall short in delivering the actionable intelligence needed to drive capital raising, product distribution, or...

5 Steps to Advisor Recruiting & M&A Using FINTRX

Recruiting top investment advisors or identifying potential advisory teams for M&A is a challenge that requires both precision and efficiency. Firms need to leverage the most advanced tools to gain a strategic edge. FINTRX—the leading...