FINTRX 2024 Product & Data Year in Review

2024 was our most innovative year to date at FINTRX. Our mission to provide the most accurate & actionable datasets, alongside a best-in-industry interface led to the development of advanced AI functionality, intelligent relationship mapping and in-depth data additions across the FINTRX platform. Our product & data team continues to go above and beyond, expanding datasets and building efficient workflow tools to ensure FINTRX users are fully equipped to effectively tackle the wealth management & investment space, no matter their goals. Take a look back at some of the most significant additions and enhancements to the FINTRX product and dataset throughout 2024.

New Product Offerings

AI Search

Leverage natural language search to unlock your network, uncover business opportunities & drive growth

• + Instantly pinpoint investors and key contacts using your own words

• + Sift through tens of millions of wealth management firm & contact datapoints in seconds

• + Easily identify personal connections, ideal prospects and networking opportunities with industry professionals

• + Leverage seamless access to the extensive FINTRX dataset, with intelligent insights at your fingertips

Learn more about AI Search >>

Relationship Path

Utilize AI-powered relationship intelligence to expand your network and enhance your outreach

• + Find your best path into any firm or contact to get your foot in the door

• + Leverage your network and your teammates' connections to foster warmer introductions

• + Instantly import your LinkedIn connections into FINTRX and map out relationships platform-wide

• + Utilize AI-powered introduction requests for fully-automated and personalized outreach
  

Learn more about Relationship Path >>

Microsoft Dynamics CRM Integration

Seamlessly sync FINTRX data with Dynamics for more efficient prospecting and client management

• + Input firm & contact data directly into your CRM to maximize your pipeline capabilities

• + Migrate your lists for a more streamlined prospecting workflow and enhanced team-wide organization

• + Single-click integration from firm profiles, contact profiles and lists
  

Learn more about FINTRX CRM integrations >>

Data Additions

Endowments & Foundations Dataset

Enhance your asset raising strategies with seamless access to the world’s largest foundations & endowments

• + Disseminate funds & investment products directly to endowments & foundations 

• + Leverage direct contact information for decision-makers & map warm introductions through Relationship Path

• + Gain insight on investor AUM, investment goals & preferences, asset allocations, governance, ESG focus, risk analysis and investment committees

• + Access key market research, conduct due diligence, highlight fundraising opportunities and more
  

Learn more about FINTRX Endowments & Foundations data >>

Real Estate Property Transactions

Explore thousands of family office real estate investment activity and property deals

• • + Uncover potential real estate investors and pinpoint co-investment opportunities

  • + Drill into past transactions by property type & class, investment size, common sectors, and property locations to highlight valuable trends and ideal prospects

  • + Access details on individual investments & acquisitions, and create alerts for new property transactions
    

Learn more about Property Transactions data >>

Personalized Rep & Advisor Data

Boost recruiting efforts & marketing strategies with millions of additional advisor datapoints

• + Access cell phone numbers, personal emails, home addresses, demographic data and more for thousands of independent & wirehouse advisors

Read more on using Personal Advisor data to enhance your recruiting >>

Advanced ETF Data & Insights

• • + Access detailed insights on ETF holdings including asset classes, categories and management styles within profiles and lists

  • + Pinpoint firms holding certain types of ETFs in their investment portfolios from large growth to small value

  • + Easily identify firms investing in actively or passively managed ETFs

  • + Leverage historical equity investments and trends to uncover key prospects and sales opportunities
    

Read more about how FINTRX ETF data can boost your distribution strategy >>

Functionality Enhancements & Additions

Bulk Zip Code & CRD Search

• • + Search up to 50,000 zip codes or CRD numbers instantly

  • + Easily find firms or contacts by their CRDs directly from the search page
    

  • + Copy & paste thousands of zip codes to map out your territories and to plan your travel
    

Improved Firm Classifications

• + Segment RIA & broker dealer firms more efficiently to find the relevant firms for your prospecting goals

• + Instantly identify various broker dealer firms, independent RIAs, wirehouses, investment banks and more

Team Saved Search Views

• + Easily apply your teammates' saved search filters to your searches

• + Share prospecting views with colleagues instantly for enhanced collaboration

Form ADV Brochure Keyword Search

• + Instantly search all RIA brochures by keyword

• + Delve into detailed information on firms' advisory practices, fee types, backgrounds on key personnel and more
  

• + Get creative in firm searches, uncovering previously hidden insights on RIA operations and strategies

Dynamic ETF List Columns

• + Instantly access relevant ETF data columns when building lists

• + Fully automate list customization with pre-populated data columns for relevant ETF styles, categories, portfolio breakdowns, and investment activity

Additional Platform Enhancements:

•           - Relationship Path iOS Mobile App accessibility

•           - Additional Advised Fund of Funds insights

•           - Rep Spoken Languages data with filtering capability

•           - Expanded TAMPs & Tech Stack Utilized coverage

•           - Smart List Addition tracking capability

•           - Custom Layouts functionality within list creation

•           - Associated List Syncing within CRM integrations

•           - Enhanced custom Mile Radius Location search capability

About FINTRX

FINTRX is a unified data & research platform providing comprehensive data intelligence on 850,000+ financial institution & advisor records designed to help industry professionals identify, access and map the global wealth management ecosystem. FINTRX data intelligence covers over 70,000+ financial entities, including family offices, endowments, foundations, RIAs, broker dealers, and advisor wealth teams as well as 750,000+ associated reps & key contacts. Data for every record within FINTRX is aggregated from various public & private sources and regularly verified by an extensive research team to ensure reliable, high-quality data.

Equipped with 375+ search filters, numerous customization options and AI-powered search & relationship mapping technology, FINTRX allows you to seamlessly track where capital is flowing, uncover allocation trends, break down investment data, understand market patterns, map business opportunities and much more.

Request a demo to see how FINTRX can empower your business & help you stay ahead of the competition.