FINTRX Launches New AI Agent Named "Fin" That Monitors Their Advisor Database Prompts Actions
FINTRX. (2026, September 10). FINTRX launches new AI agent named "Fin" that monitors and integrates private wealth data and intelligence into email, Slack, Microsoft Teams, and calendars. PR Newswire. https://www.prnewswire.com/news-releases/fintrx-launches-new-ai-agent-named-fin-that-monitors-and-integrates-private-wealth-data-and-intelligence-into-email-slack-microsoft-teams-and-calendars-302875328.html
FINTRX, a mapping engine of wealth management advisors and their firms geared towards outbound marketing, introduced an AI agent called Fin on September 10, 2026.
Fin monitors the private wealth channel continuously and pushes alerts on advisor moves, new allocations and firm-level changes, along with prospect lists, reports and meeting preparation.
The rollout covers more than 850,000 financial firms and contacts, including 45,000 RIA and broker-dealer firms, 790,000 registered reps, over 4,600 family offices, and 1,900 banks and trust institutions.
FINTRX said Fin extends its Model Context Protocol integrations with Claude, ChatGPT and Perplexity by pushing intelligence proactively rather than answering on request.
Every FINTRX client receives standard access to Fin at no additional cost, and premium access adding two-way conversations is free for the first 45 days.
Fin runs on the same SOC 2 Type II and ISO/IEC 42001-certified foundation as the core platform, which also integrates with Salesforce, HubSpot, Microsoft Dynamics, Intapp DealCloud and Snowflake.