AI Search is a game-changing feature that allows users to find the data they need in a matter of seconds, simply by asking questions in plain, conversational language. Powered by advanced natural language processing, this innovative tool understands the user's queries and delivers highly relevant and accurate search results from millions of FINTRX data points, eliminating the need for tedious manual filtering and sorting. Whether you're looking to identify family offices with a particular investment focus, uncover RIAs holding specific ETFs or stocks in their portfolios, or find the decision-makers for key prospective firms by their personal backgrounds and interests, FINTRX AI Search puts the power of comprehensive private wealth data at your fingertips, empowering you to make informed decisions and drive business growth faster than ever before.

Relationship Path | Powered by FINTRX AI

FINTRX's AI Search and Relationship Path features work in tandem to streamline prospecting and outreach for investment professionals. AI Search allows users to quickly and intuitively find the most relevant family office and RIA data by simply asking questions in natural language, saving valuable time and ensuring users can identify the best-fit prospects and decision-makers with ease. Meanwhile, Relationship Path provides visibility into users' professional networks, enabling them to leverage warm introductions and shared connections to break through to hard-to-reach private wealth contacts. By understanding the optimal paths for outreach, users can focus their efforts on the most promising opportunities and build stronger, more authentic relationships.

These AI-powered tools empower FINTRX customers to highlight key prospects instantly and map out their best path into each firm. When used together, AI Search and Relationship Path offer highly effective personalized outreach and ensure the most efficient and effective prospecting, transforming how industry professionals navigate the fragmented private wealth landscape.