How FINTRX Tags & Notes Maximize Efficiency & Improve Workflow
As an asset-raising professional, your time is valuable. You need to be able to access relevant information quickly and efficiently in order to make i…
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The archive
The latest FINTRX blogs.
Insights, updates, and best practices covering every corner of private wealth.
5 Advantages of Working with RIAs & Broker Dealers
Registered Investment Advisors (RIAs) and Broker Dealers (BDs) play pivotal roles in helping individuals navigate the complex world of finance. While …
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Why Tracking Rep Movement Matters: FINTRX Rep Movement Feature
In the competitive world of Registered Investment Advisors (RIAs), tracking rep movement isn’t just useful—it’s a strategic advantage. Whether you’re …
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The Intersection of Multi-Family Offices and RIAs
The world of private wealth is complex and ever-evolving. As both multi-family offices (MFOs) and registered investment advisors (RIAs) continue to gr…
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Personalizing Family Office & Investment Advisor Prospecting With FINTRX Affinity Relatability Scores
One of the biggest hurdles that many professionals face when trying to develop new business relationships is getting past the initial barriers of unfa…
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Sustainable Investing: A Look at the Latest ESG Trends from the RIA Channel
Sustainable investing and ESG trends are becoming increasingly important throughout the registered investment advisor (RIA) channel as more investors …
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January 23' Family Office & RIA Monthly Data Report
In an effort to shine a light on the private wealth ecosystem, FINTRX Family Office & RIA Database provider has compiled the Family Office & R…
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FINTRX Founder & CEO, Russ D'Argento, Featured on 'Investors & Operators' Podcast
Russ D'Argento, Founder & CEO of FINTRX, was featured on Investors & Operators, a podcast series by 51 Labs that features conversations with s…
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Registered Investment Advisor Lists vs. Broker Dealer Lists: Understanding the Differences
Understanding the differences between Registered Investment Advisor (RIA) and Broker Dealer (BD) lists is important because it can help asset-raising …
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Top Features to Look for When Evaluating a Database of Financial Advisors
Finding the right financial advisor can be a challenge, especially if you have limited resources and information. However, with the right database of …
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