FINTRX partners with Ultimus Fund Solutions, giving asset managers direct access to AI-powered private wealth intelligence to enhance fund distribution.
FINTRX, the AI-powered private wealth intelligence platform for asset managers and other investment professionals, has announced an exciting partnership with Ultimus Fund Solutions, a leading provider of fund administration and investor servicing solutions. This collaboration aims to empower Ultimus’ asset management clients with seamless access to FINTRX’s cutting-edge private wealth intelligence, further enhancing their product distribution strategies.
Through this partnership, Ultimus clients will gain direct access to FINTRX’s robust platform, which features detailed profiles and data on registered investment advisors (RIAs), broker-dealers, family offices, and other private wealth entities. By leveraging FINTRX’s comprehensive data and intuitive technology, Ultimus’ clients can refine their outreach, identify new distribution opportunities, and build stronger relationships with key decision-makers across the private wealth ecosystem.
Read More on Fintech : Global Fintech Interview with Mike Lynch, Principal, AI Strategy and Finance Transformation for Auditoria
FINTRX stands out with its state-of-the-art platform and unparalleled flexibility to meet the diverse needs of the asset managers we serve.”
— Kevin Guerette, SVP Director Of Distribution Strategies
Driving Success Through Innovation
Ultimus Fund Solutions has a long-standing commitment to providing clients with best-in-class tools and resources to support their success. By integrating FINTRX’s industry-leading private wealth data into its service offering, Ultimus further demonstrates its dedication to innovation and client-centric solutions.
“Ultimus is committed to forming strategic partnerships with organizations that deliver meaningful value to the distribution efforts of our investment management clients”, says Kevin Guerette, SVP Director Of Distribution Strategies. “After evaluating various providers of broker and advisor data, it became evident that FINTRX stands out with its state-of-the-art platform and unparalleled flexibility to meet the diverse needs of the asset managers we serve. We are excited to collaborate with FINTRX and look forward to deepening our partnership as the industry continues to evolve.”
Enhancing Reach and Efficiency
FINTRX’s proprietary platform is designed to streamline workflows, save time, and uncover insights that might otherwise remain hidden. By partnering with FINTRX, Ultimus clients will now have the ability to:
+ Pinpoint high-value targets within the private wealth space
+ Access enriched data on family offices, RIAs, broker-dealers, and endowments & foundations
+ Leverage actionable insights to optimize their distribution strategies
+ Utilize FINTRX AI tools to uncover deeper insights, streamline workflows, and enhance decision-making through AI-driven recommendations
+ Seamlessly integrate FINTRX’s data and tools with their existing CRM systems for improved efficiency and centralized management of client interactions
“We’re proud to partner with Ultimus, an organization that shares our dedication to driving meaningful value for asset managers.”, says Russ D’Argento, Founder and CEO of FINTRX. “Through this partnership, we’re enabling their clients to access deeper insights, streamline their outreach, and accelerate their distribution strategies. Together, we’re giving asset managers a more efficient, scalable way to identify new opportunities and build lasting relationships across the private wealth landscape.”
Catch more Fintech Insights : The Disappearing Payment: How Embedded Finance Is Quietly Reshaping B2B Transactions?
[To share your insights with us, please write to psen@itechseries.com ]
