FINTRX 2023 Product & Data Year in Review

Take a look back at some of the most significant additions and enhancements to the FINTRX product and dataset throughout 2023. With unprecedented data offerings, new integrations and groundbreaking data delivery methods, FINTRX users have never been better equipped to tackle the private wealth landscape and drive business growth.

• A Note From Our VP of Research...

• In 2023, our product & data teams achieved remarkable success, introducing groundbreaking additions to the FINTRX product including our comprehensive Private Wealth Groups dataset - a resource that has already begun to redefine the landscape of private wealth insights. We also unveiled our native FINTRX 360 LinkedIn Integration, providing unprecedented access to invaluable private wealth data across systems.

• Additionally, we expanded our product and data offerings with several new CRM integrations, data on break away reps & advisors, integration with Snowflake datashare & warehousing solution, smart contact bios and much more, all for the purpose of delivering a best-in-class user experience and top tier access to private wealth data & insights. To provide additional context, we have summarized a number of the most impactful data and platform improvements below.

• As we head into 2024, we continue to focus on industry-leading innovation, striving to ensure that FINTRX users are fully equipped to tackle the family office & investment advisor landscapes and achieve their goals efficiently and effectively. Our mission remains the same: to provide you with the smartest and most actionable private wealth data in the market, with unprecedented data delivery and unparalleled service.

• Thank you for your trust, and here's to another year of growth and success.

Dennis Caulfield, VP of Research

FINTRX Data Integrations

FINTRX 360° LinkedIn Integration

Leverage FINTRX Family Office & RIA data integrated directly within LinkedIn

• + Gain in-depth insights into industry professionals with access to email addresses & phone numbers, investment preferences, professional history, associated firm info and more.

• + Streamline your workflow and manage lists, favorites & comprehensive contact management tools within LinkedIn with seamless integration across platforms.

• + Personalize and enhance your interactions with tailored approaches based on rich, real-time data.

• + Activated through the FINTRX Google Chrome & Microsoft Edge browser extensions.
  Learn more about FINTRX 360 >>

• 

New FINTRX CRM Integrations

• + Practifi

• + Jungo

• + Altvia

Seamlessly sync all FINTRX data to your respective CRM for more efficient prospecting and client management.

• + Instantly integrate RIA, family office and contact data directly into your existing workflows to maximize your pipeline capabilities.

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

Read more about how FINTRX integrations help boost efficiency >>

FINTRX CRM Integration Updates

Custom Data Syncing Permissions

• + Take control of record & list syncing permissions for your team and manage family office, RIA & contact data flows to your CRM.

• + Optimize data organization and ensure your client & prospect data is streamlined and tailored to your needs.

Browser Extension CRM Integration Access

• + Access full CRM integration capabilities directly within the FINTRX Google Chrome & Microsoft Edge extensions.

• + Instantly sync RIA, family office, and contact data to your CRM from webpages & online articles.

Learn more about FINTRX browser extensions >>

Snowflake Datashare & Warehousing

• + Unrestricted access to FINTRX family office, investment advisor and contact data for direct integration into your proprietary databases & systems.

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

• + Compatible with direct integration into CRM systems.

New FINTRX Data Offerings

Private Wealth Group Dataset Covering Wirehouse & Aggregator Teams

• Unprecedented access to data on 14,000+ wealth teams & 60,000+ advisors within wirehouses & independent aggregator networks.

• + Uncover key contacts for relevant groups and leverage direct contact information, personalized conversation starters and relationship scoring for enhanced prospecting.

• + Identify potential M&A opportunities and track wealth team M&A activity and advisor movements.

• + Track group AUM & account data, asset flows, investments utilized, client breakdowns, service offerings and more.

• + Utilize advanced filters to segment groups & contacts, build lists for easy data navigation, and track trends, movements, & updates in real time.
  

Learn more about FINTRX Private Wealth Groups data >>

Break Away Reps & Advisors

Instantly pinpoint advisors that have broken away from wirehouses to join or establish an independent firm.

• + Easily track wirehouse rep & advisor movements trailing up to twelve months.

• + Build lists of notable industry shifts and get notified of new prospects in your territory in real time.

Read: Break Away Reps - Tracking the Transition from Wirehouses to Independent Firms >>

Rep & Contact Smart Bios

Leverage improved, in-depth profiles for all contacts within FINTRX.

• + Access extensive background information, experience & responsibilities at a glance, as well as personal notables such as favorite sports teams, club, charity & board affiliations, hobbies and so much more.

• + Create warmer introductions, book more meetings and simplify meeting prep with invaluable insights into prospects.

Investment Advisor Firm Movement Tracking

• + Keep tabs on industry movements for RIA reps of interest based on changes in CRD number associations.

• + Create customized notifications & get real-time alerts when your tracked contacts change or join additional firms.

• + Access all firm and rep updates to your lists in one place.

RIA Investment Committee Data

Pinpoint RIA contacts that oversee and manage the investment portfolios for their firms.

• • • + Easily search & filter thousands of industry professionals to find key decision-makers.

    • + Access personalized data on 40,000+ investment committee members.

Firm Account % Change Over Time

• + Access data on tracked RIA firms' increases or decreases in total managed accounts trailing one, three or five years.

• + Utilize custom list views to seamlessly analyze firm account information at a glance.

Functionality Enhancements & Additions

Track & Analyze Individual 13F Securities

• + Access in-depth current holdings information for publicly-traded securities in your custom lists & data exports.

• + Track number of shares and dollar value held for individual tickers, and get notified of updates and changes to firm portfolios.

• + Easily filter through thousands of individual 13F securities by ticker or security name for firms of interest.

Read: How FINTRX Simplifies Stock & ETF Tracking & Research >>

Enhanced Custodian Data

• + Access custodian data in your custom RIA lists, including detailed asset breakdowns for the top 15 qualified custodians.

• + Manipulate, sort, filter and analyze assets by custodian in individual data columns.

• + Leverage enhanced access to FINTRX custodian data platform-wide and seamlessly track changes to custodians used for firms of interest.

Add Associated Entities to Lists Functionality

• + Add associated RIA & family office contacts & firms to your lists with a single click.

• + Instantly enhance your current firm lists with all associated reps & contact information, and easily update your contact lists with in-depth data on the firms they work for.

+ Skip rebuilding search parameters and duplicating lists to access the data you need.

Custom Data Exporting Templates

• + Streamline FINTRX data exporting with fully customizable preset templates.

• + Instantly access personalized layouts and single-click data organization, and tailor list exports with relevant firm & contact information.

Additional Platform Enhancements:

•           - "AND/OR" RIA search functionality

•           - U.S. Regional office location segmentation 

•           - Turnkey Asset Management Programs (TAMPs) & Technology Utilized data

•           - Average Client Size ($) by Client Type insights

•           - Collateralized Debt asset class with filtering capability

•           - Investment Banking RIA firm classification

•           - Family office Emerging Market Investment activity

•           - Enhanced custom Mile Radius Location search capability

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.