FINTRX 2022 Product & Data Year In Review

A look back at some of the most significant data and product additions and enhancements that we made in 2022!

• A Note From Our CEO...

• Our product and data teams at FINTRX had a banner year in 2022, highlighted by the highly successful launch of our Registered Investment Advisor & Broker Dealer Data Intelligence Platform.

• Additionally, we rolled out our Salesforce & HubSpot CRM integrations, Google & Microsoft browser plugins, API data feed, as well as our  iOS mobile device access as part of our ongoing effort to bring the power of FINTRX private wealth data to where you work. To provide additional context, we have summarized a number of the most impactful data and platform improvements below.

• We anticipate another highly productive year in 2023, with a continued focus on innovation and delivering our customers smart & actionable private wealth data to help them achieve their goals.

Russ D'Argento, Founder & CEO

Data Integrations

CRM

• + Salesforce Integration

• + HubSpot Integration

• + Navatar Integration

Our CRM integrations allow you to seamlessly sync all FINTRX data to your respective CRM for more efficient prospecting and client management. Seamlessly sync RIA, Family Office, and contact data directly into your CRM and migrate your lists to maximize your pipeline capabilities.

Accessibility

iOS iPhone & iPad Mobile Apps

• + Access the full functionality of FINTRX from any iOS mobile device to unlock global private wealth and investment data on the go.

• + Seamlessly search and manage all Family Office & RIA records, contacts, & lists.

• + Track actionable news mentions and high-priority updates directly from your phone or tablet.

• + Fully optimized platform for all iPhone & iPad models.
  >> Learn more

• 

Google Chrome & Microsoft Edge Extensions

• + Access firm and rep data with dynamic and up-to-date investment & contact information directly within your respective browser.

• + Add entities to lists, create notes & tasks, and mark favorites--all instantly synced with the FINTRX platform.

• + Scan for and extract Family Offices & RIAs from articles and webpages for on-the-fly research.

>> Learn more

Data Feeds

API Feeds

• + Unrestricted access to FINTRX native RIA, Family Office, & contact data for direct integration into your proprietary databases.

• + Utilize data lakes to run custom analytics & gain industry insights, and streamline your research with in-depth datasets.

• + Compatible with direct integration into CRM systems.

>> Learn more

Custom Excel & CSV Data Feeds

• + Access fully customizable FINTRX RIA data exports and get streamlined and tailored data files in CSV and Excel formats.

• + Only extract data that is pertinent to your business and avoid digging through extraneous information.

• + Download complete FINTRX native data for use in custom analytics, proprietary research, & CRM importing.

New Data Offerings

Registered Investment Advisor (RIA) & Broker Dealer Data Set 

• + Seamlessly access complete stock & ETF portfolios, account, client, & private fund data, and investment preferences for over 39,000 RIAs & 750,000 registered reps.

• + Efficiently connect your business to the RIA ecosystem with over 6.3M investment advisor datapoints and over $115T in tracked assets.

• + Identify & map target RIAs & Broker Dealers to uncover key decision makers for firms of interest to you.

• + Utilize over 200 data filters to segment RIA entities & contacts based on your needs and track RIA trends, movements, & updates in real time.

>> Learn more

13-F Stock & ETF Portfolio Analyzer

• + Explore all RIA 13-F reported securities and track portfolio growth & movement for individual holdings.

• + Get insights into the top investment sectors, average holding size, & ETF providers for firms of interest.

• + Full selection of filters to drill down into specific holdings, holding types, providers, & portfolio changes. 

>> Learn more

Private Funds Advised Data

• + Access individual fund information for proprietary VC, PE, Hedge Funds, Real Estate funds, and more directly within FINTRX.

• + Get in-depth insight into RIA firms' individual private fund asset values, minimum investments, ownership, advisors, custodians, and auditors.

• + Customizable filtering through RIA entities based on private fund data.

Custodian Data

• • + Segment RIA entities by specific custodians utilized, number of custodians utilized, and SMA & private fund custody data.

  • + Pinpoint firms that act as qualified custodians & track changes in RIA custody affiliations over time.

Individual RIA Rep AUM

• + Research and rank over 6,500 of the industry's top investment advisors by AUM, growth velocity, & industry tenure and track movement in individual AUM.

• + Identify elite seasoned veterans & high-powered up and coming advisors, and compare reps to their peers on the firm & state level.

• + Create lists and track updates for the top-ranked industry professionals.

>> Learn more

RIA Rep Movement Over Time

• + Easily track month to month contact movement within firms and stay up to date on reps of interest.

• + Get insights on industry trends & firm growth and quickly pinpoint new hires.

• + Identify potential new contacts at tracked firms and build contact lists directly from individual firm profiles.

Investment Advisor Industry Accolades

• + Explore the top firm and rep accolades in the industry each year.

• + Uncover trends & insights for the top lists of preferred wealth advisory firms & investment advisors using over 50 additional FINTRX-native datapoints and 150+ unique filter options.

• + Easily compare firms recognized by Forbes, Barron's, and more, and track firm & rep movement YoY.

• + Build your own top-performer lists and get notified in real time of any & all updates to firms & contacts.

Functionality Enhancements & Additions

Data Enrichment Technology

• + Uncover hidden opportunities & ensure accuracy in your current dataset using FINTRX data to cross-reference static information.

• + Import up to 50,000 CRD numbers or contact emails to upgrade with current contact info & FINTRX native filters and dynamic insights.

• + Utilize automatic Affinity matching for your current contact lists and segment firms by location, size, classification and more.

• >> Learn more

Enhanced Family Office & RIA News Filters

• + Segment 75,000+ news articles by specific asset classes.

• + Filter articles by type, including New Hires, M&A, Investment Activity, & General News.

• + Drill down into relevant private wealth news based on your favorites, lists, & CRM-integrated entities.

Notable Changes Tracking

• + Single-click access to key updates for RIA firms and reps directly on individual profiles.

• + Stay up-to-date on email address and phone number changes with your key contacts.

• + Be informed about important updates to firm investments, AUM & accounts, custodians, employee count, and office locations.

• + Filter to see all updates in the past year or just the ones that are new to you.

Enhanced Alerts & Notifications

• + Stay current on news mentions & updated filings with fully customizable in-app and email alerts.

• + Track changes in email address, phone number, & job title changes for your contacts of interest.

Rep Filtering Within Firms

• + Filter contacts within individual RIA firms to quickly sift through hundreds of reps to identify key contacts & decision makers.

• + Drill down into RIA rep data using registration status, job descriptions, and education & employment background, and quickly pinpoint C-suite executives & firm owners.

• + Research individual reps' AUM and easily locate top performers in the industry for specific firms.

Data Enhancements:

•           - RIA individual rep Industry Tenure data & filtering

•           - Relatability scoring for Potential Associates

•           - Mutual Funds & Annuities data & filtering

•           - Average RIA Account & Client Size insights

•           - Debt asset class with filtering capability

•           - Wirehouse & Independent Wealth Manager RIA segmentation

•           - Custom RIA Growth and trend reporting

•           - RIA Rep Title & Job Responsibility segmentation

FINTRX provides comprehensive data intelligence on 850,000+ family office & investment advisor records, each designed to help you identify, access and map the private wealth ecosystem. Explore in-depth dossiers on each family office & investment advisor. Access AUM, source of wealth, investment criteria, previous investment history, sectors & industries of interest, and advisor growth signals, among other key data points.

Additionally, FINTRX provides insight and expansive contact information on 850,000+ decision-makers, featuring job titles, direct email addresses, phone numbers, common connections, alma maters, past employment history, brief bios & much more.

For additional details and a live walkthrough, request a demo below.