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AI platforms like ChatGPT, Claude, and Perplexity are quickly becoming part of how teams research firms, prepare for meetings, and think through distribution strategy. But most workflows still break down in the same place: data. Without..
Hear directly from our clients about how they leverage FINTRX to acsess the RIA and Family Office ecosystems.
Active ETFs are rapidly becoming a core component of portfolio construction among independent RIAs. While passive ETFs have long dominated advisor portfolios, new data shows that actively managed ETFs are gaining traction across portfolios,..
AI has quickly become embedded in how teams research prospects, prepare for meetings, and execute outreach. But while access to tools like ChatGPT, Claude, and Perplexity has never been easier, the gap between using AI and actually getting..
AI tools like ChatGPT, Claude, and Perplexity are quickly becoming part of how capital raisers source investors, analyze fit, and prepare for meetings. But when it comes to raising capital from family offices, surface-level research isn’t..
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