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Sales
Uses BuyerAssist to close more deals and grow accounts faster
Sales
Uses BuyerAssist to close more deals and grow accounts faster
Sales
Uses BuyerAssist to close more deals and grow accounts faster
Sales
Uses BuyerAssist to close more deals and grow accounts faster
RANK & ANALYZE REPS BY ASSETS
Access Individual Rep AUM
FINTRX delivers a clear and organized path to uncover top performing reps, their book of business & how they stack up against other reps at their firm, in their respective state and within the advisor ecosystem as a whole.
- Powerful visual ranking & analysis tools
- Pair rep AUM data intelligence with 150+ filters
- Pinpoint rising advisors with exceptional performance
POWERFUL SEARCH FILTERS
Search & Filter Elusive AUM Data
Our powerful yet easy to use search filters allow you to drill down to uncover the AUM data and insights your firm needs.
- Build cohorts on top performing reps
- Filter by AUM ranges or specific AUM amounts
- Search by rapidly ascending reps with high growth velocity
Explore Additional Data Features
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RESILIENCY
Since preparation is a key ingredient to success, our team focuses on resiliency and planning when it comes to customer data.
Get Our Daily Coronavirus Tracker Insights Sent to Your Inbox
Get Our Daily Coronavirus Tracker Insights Sent to Your Inbox
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