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..

For asset managers seeking new inflows, uncovering RIAs actively allocating capital to competitor funds represents one of the highest-impact ways to grow. These prospects are already in-market, have defined investment models, and are..

The private wealth space is evolving faster than legacy platforms can keep up. Outdated databases, incomplete coverage, and clunky tools slow down teams that need real-time intelligence and flexible workflows. In 2025, leaders in asset..