Firm intelligence & registries
FINTRX
Published by FINTRX
Read-only access to FINTRX's RIA, broker-dealer and advisor-team data inside your AI assistant. A licensed cross-check on a firm's size and headcount; requires your own FINTRX subscription.
Remote
API key
Official
What this server supplies
Fields this server can cover in the valuation checklist, and the methods each one drives.
Assets under management
Drives: AUM Percentage
Client households
Drives: Client Value
What you approve
- 1.A FINTRX subscription with API access enabled.
- 2.Issue a read-only API key for firm and advisor lookups.
How your agent connects it
- 1.Add the FINTRX MCP server to your assistant with your API key.
- 2.Ask the agent for the firm's reported AUM and client counts as a cross-check on gathered figures.
Figures, not records
Your agent reads FINTRX directly and passes only the figures the valuation needs. Those numbers are stored on your practice record alongside their provenance and the calculated outputs. The statements, exports, position data and CRM records behind them stay in your platforms, and ValuationMCP never holds your platform credentials. See the Privacy Policy.
Server details, tier and auth mode sourced from the WealthMCP directory.