Client Case Study · RIA Channel · ETFs

How Victory Capital Management Uses FINTRX toStrengthen RIA Targeting & Territory Intelligence

Victory Capital ManagementRIA Channel · ETFs
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Overview

Victory Capital Management (VCM) is a global asset management firm that combines the specialized expertise of boutique investment managers with the scale of an integrated operating and distribution platform. Through its autonomous investment franchises, each with its own distinct investment approach, VCM delivers a broad range of strategies to institutions, intermediaries, retirement platforms, and individual investors. VCM’s investment offerings span actively managed mutual funds, separately managed accounts, ETFs—including its VictoryShares ETF brand—multi-asset class strategies, custom solutions, and a 529 College Savings Plan. Headquartered in San Antonio, Texas, with offices across the U.S. and investment professionals in London, Hong Kong, and Singapore, Victory Capital pairs specialized investment expertise with a global platform to serve a diverse range of investor needs.

“The experience with FINTRX has been fantastic, they have partnered with us to meet our exact needs to help focus our sales efforts within the RIA channel.”
Paul LeBlanc Paul LeBlancBusiness Development - Key Accounts, VCM
Before FINTRX

The Challenges Before FINTRX

As Victory Capital Management looked to scale across the private wealth landscape, particularly within the RIA segment, access to comprehensive, digestible data became increasingly important. The team also recognized that the value of a data intelligence platform extends beyond the data itself, making service and ongoing support key considerations in its transition to FINTRX.

01

Navigating a Complex RIA Market

The size and complexity of the RIA landscape made it challenging for VCM to efficiently navigate the market and support its growth objectives.

02

Access to Reliable, Digestible Data

VCM identified accurate, easy-to-use data as a key need, seeking a solution that could provide the comprehensive information required to better support its private wealth strategy.

03

Scaling Across Private Wealth

As VCM worked to expand within the private wealth channel, the team needed tools and data that could help support its efforts across a broad and complex market.

The Decision

Why They Chose FINTRX

Victory Capital Management chose FINTRX for its combination of comprehensive private wealth data, flexible intelligence tools, and high level of client support. VCM needed a platform that could provide more digestible, reliable information while also delivering the service and ongoing support needed to make the transition seamless.

With FINTRX

Results & Impact

FINTRX has become a key resource for Victory Capital Management as the team navigates the RIA channel. With private wealth data, territory intelligence, product exposure, and competitor reporting accessible in one platform, VCM can more effectively focus its sales efforts and put relevant market intelligence to work across its distribution strategy.
Verified Impact 01

Greater Visibility Across the RIA Channel

VCM uses FINTRX’s extensive RIA and family office coverage to deepen its view of the private wealth market and identify firms and advisors relevant to its sales efforts.

Verified Impact 02

Smarter Territory Building & Enrichment

Territory data enrichment through user imports, paired with HQ- and branch-level location filtering, gives VCM greater flexibility to build, refine, and analyze territories using FINTRX intelligence.

Verified Impact 03

Product & Competitor Intelligence

VCM can analyze asset exposure across ETFs, mutual funds, and SMAs while leveraging ETF competitor reporting to better understand product usage across the RIA landscape and inform its distribution efforts.

Verified Impact 04

Higher Level of Client Support

The partnership extends beyond access to the platform, with FINTRX providing ongoing service and support to the VCM team. As Paul LeBlanc shared, “Overall, the client service and support is exceptional and the best I have worked with in 20+ years in the business.”

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