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RJIS opts for Advent's Portfolio Exchange and Moxy systems

Raymond James Investment Services (RJIS) is looking to improve its front and middle office operational efficiency by implementing Advent's Portfolio Exchange and Moxy solutions.

Portfolio Exchange is an integrated platform for portfolio management and client relationship management, and Moxy is a trade order management system.

RJIS is a leading stockbroking and investment management firm, providing investment professionals the tools and resources they need to deliver a complete integrated wealth management service to their high net worth clients. The firm is a market leader in providing entrepreneurial investment managers and advisers the turnkey solution they need to operate their business and expand their products and services while retaining their independence. In order to maintain the high quality of services provided to its clients while growing the business by attracting new affiliates, RJIS decided to enhance its portfolio management, modeling, client reporting and analysis tools for its branches and affiliated firms with Advent's industry-leading suite.

'Partnering with what we believe are the very best companies in the market, RJIS offers our advisers the broadest range of products and services to help them deliver to their clients a complete integrated wealth management solution,' says Peter Moores, RJIS Chief Executive Officer. 'After an extensive and comprehensive selection process, Advent's integrated suite emerged as the clear choice to help us achieve our goals. As we roll out the capabilities of APX and Moxy, our clients will see enhancements in efficiencies and the functionality available, in particular with the portfolio modeling, rebalancing and client reporting capabilities.'

'We chose Advent for a number of reasons including their reputable global track record of delivery and broad client base,' adds Moores. 'Additionally, the scalable, flexible architecture of Advent's suite means there are no complex integration requirements or significant bespoke development needed. We now have a solution that meets all of our needs - from simple orders through to complex model portfolios, risk analysis and client reporting - and provides us and our affiliated advisers with a solid platform for future growth.'

Hakan Valberg, General Manager, Advent Software EMEA, comments:'We are delighted to have Raymond James join our growing list of clients in the UK who choose Advent not just because of our innovative solutions but because of our proven global track record of delivery and consistently adding value to our client firms. Firms like Raymond James are understanding the enormous flexibility of our products that can improve business efficiencies and client services but also deliver the solid platform that firms need to grow the business without significantly increasing costs."

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