Press Release

FOR IMMEDIATE RELEASE

July 30, 2013

RAYMOND JAMES INTRODUCES NEW PORTFOLIO MANAGEMENT
TOOL FOR FINANCIAL ADVISORS

ST. PETERSBURG, Fla. - Raymond James Financial, Inc. (NYSE-RJF) today announced it has launched Portfolio Management Center (PMC), an integrated portfolio management and research tool, to its advisors as part of the firm's Advisor Access platform. PMC is powered by FolioDynamix and incorporates Raymond James' proprietary research, while enabling a fully discretionary modeling, rebalancing and trading platform for the advisor-directed business.

"We selected FolioDynamix for its range of functionality and flexibility, creating efficiencies for our advisors who have discretionary trading authorization on behalf of their clients, said Vin Campagnoli, Raymond James chief information officer. "We have already rolled out new proposal and research tools, and are now launching upgraded technology for discretionary manager programs, all while providing a single, seamless Web interface for advisors.

The latest addition to the Raymond James technology platform highlights the firm's commitment to providing advisors with industry-leading technology. Some of the key capabilities of Portfolio Management Center are:

  • Generating customized client proposals for new or existing clients
  • Performing discretionary modeling, trading and rebalancing
  • Accessing Raymond James proprietary research within the context of investment and account analysis

Portfolio Management Center has been piloted by a number of Raymond James advisors over the past few months with very positive results.

David McKee, a Raymond James advisor in Fairfax, Va., and one of the earliest pilot users, stated at the firm's national conference, "This is the best piece of software that the firm has rolled out. It is very functional, easy to use, and a state-of-the-art discretionary order entry platform.

"PMC has dramatically changed the way we trade and monitor our clients' portfolios, added Joel Faircloth, a Raymond James advisor in Portland, Ore. "PMC not only allows us to reallocate all of our discretionary client portfolios within minutes, but we can do it with confidence because of the customizable trading rules and automated portfolio tracking. It's like having a second and third set of eyes on the portfolios.

Todd Knickerbocker, who heads a Raymond James financial advisory practice in Northville, Mich., provided this feedback: "Our group has been very impressed with the intuitiveness of the new portfolio management trading platform as well as the support received from the home office. We primarily use it for trading our investment models and find it has allowed us to become much more efficient. It eliminated many of the cumbersome, manual functions found in the old system and really streamlined the process.

"Raymond James is one of the largest, most well-respected independent financial planning and wealth management service providers in the United States, said Joseph Mrak, president and CEO of FolioDynamix, "and we are extremely pleased that they have extended their use of the FolioDynamix wealth management platform with the launch of PMC trading, further enhancing their advisors' experience.

For more information, please contact Anthea Penrose at 727-567-2824.
Please visit the Raymond James Press Center at raymondjames.com/media.

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