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Raymond James Investment Services Chooses Advent’s Suite to Strengthen Foundation for Growth

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Leading Service Provider for Investment Advisers Chooses Advent Portfolio Exchange® and Moxy® to Improve Operational Efficiencies and Deliver Enhanced Client Service

Advent Software, Inc., the leading provider of software and solutions for the global investment management industry, today announced that Raymond James Investment Services (RJIS) chose Advent Portfolio Exchange® (APX), Advent’s integrated platform for portfolio management and client relationship management, and Moxy®, the industry’s leading trade order management system, to enhance its front- and middle-office operational efficiency. RJIS is a leading stockbroking and investment management firm in the UK, providing investment professionals the tools and resources they need to deliver a complete integrated wealth management service to their high net worth clients.

RJIS is a market leader in providing entrepreneurial investment managers and advisers with 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. After an extensive and comprehensive selection process, Advent’s integrated suite emerged as the clear choice to help us achieve our goals,” said Peter Moores, RJIS Chief Executive Officer. “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,” continued 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.”

“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 also because of our proven global track record of delivery and consistently adding value to our clients,” said Hakan Valberg, General Manager, Advent Software EMEA. “Firms like Raymond James understand the enormous flexibility of our products, which can improve business efficiencies and client services, and deliver the solid platform that firms need to grow the business without significantly increasing costs,” said Valberg.

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