Their Challenge

Navigating the vast landscape of over 750,000 registered financial advisors can be a daunting task. For Sovereign's Capital, the challenge was not only identifying the right contacts but also building meaningful relationships with advisors who aligned with their new ETF strategy. They recognized the importance of leveraging factors like backgrounds, passions, interests, and societal affiliations to forge warmer connections.

In a world where accuracy and comprehensiveness are paramount, FINTRX proved to be the solution Sovereign's Capital was seeking. With FINTRX RIA data, professionals can tap into a robust database that provides not only a wealth of information on RIAs but also crucial insights into their decision-makers and key executives. Armed with this comprehensive and accurate data, users can efficiently target the right decision-makers, build stronger relationships, and optimize resource allocation.

Why FINTRX?

Sovereigns Capital was searching for a comprehensive solution within the RIA ecosystem that would enable their team to accurately identify and engage with the right advisors. After considering several options, including Discovery Data, AdvizorPro, and RIA Database, the firm ultimately decided on FINTRX as their preferred choice.

Sovereign's Capital opted for the FINTRX platform due to its compelling mix of factors, including, “Ease of use, power of the platform & phenomenal team”, says Hank Bowen, an Associate of the firm. Recognizing the user-friendly experience and robust features offered by FINTRX, Sovereign's Capital found unparalleled capabilities at their fingertips.

A notable standout advantage of the FINTRX platform is its capacity to navigate the extensive network of financial advisors with remarkable efficiency. With 375+ filtering capabilities and ongoing support from the Client Success and Account Management teams, Sovereign's Capital can quickly identify the most valuable contacts, optimizing their use of time and resources. As a result, Sovereign's Capital has been able to concentrate on establishing meaningful connections that align with their objectives.

By leveraging FINTRX's Smart Bios and Affinity feature, Sovereign's Capital gained a competitive edge in their outreach efforts. Armed with credible information on advisors' backgrounds, alumni roots, societal affiliations and charitable involvements, the firm can now personalize conversations and establish immediate rapport. This approach facilitates warm conversation starters and fosters connections built on shared interests and experiences.