Morningstar Catalog 2010/2011 - (Page 8)

8 Client Story Retail Brokerage Firm Raymond James Prepares its Advisors for Success Raymond James understands that the way to win a client’s heart is through its advisors. And satisfied clients come from well-equipped advisors. That’s no small task when you’re running three broker/dealer subsidiaries with 5,300 advisors working in 2,300 locations worldwide. Not to mention operating a series of subsidiaries involved in businesses such as investment banking and asset management. Driven by the goal to take care of the advisors who take care of their clients, Raymond James turns to Morningstar for help building its external and internal foundations of support in information technology. Parallel relationships. Where some brokers function primarily as portfolio managers, Raymond James has always offered financial planning services. Its business revolves around people and relationships—helping individuals financially prepare for life events. And the company’s commitment to its advisors parallels its mission. “We’re very advisor-centric,” explains Josh Bohlander, senior manager, technology product management at Raymond James Financial. “Our home office is determined to make both our independent and affiliated advisors the best they can possibly be by giving them the proper tools to help clients.” A tailored platform. In 2003, Raymond James approached Morningstar about an advisor platform. “Our advisors wanted to be able to leverage Morningstar research in their portfolio reporting and have access to an in-depth client reporting tool,” reports downloaded from Morningstar Advisor Workstation from 2009 to 2010 1.3 mil of users log in to Morningstar Advisor Workstation weekly in 2010 80% Raymond James 2001 2003 Morningstar® Advisor WorkstationSM Customized investment research and planning platform that helps advisors serve their clients and generate new business Morningstar® EssentialsTM Marketing and advertising toolkit to license data and images Morningstar Morningstar DirectSM Investment research platform used by manager research groups for ongoing manager due diligence

Table of Contents for the Digital Edition of Morningstar Catalog 2010/2011

Morningstar Catalog 2010/2011
Legg Mason
T. Rowe Price
Raymond James
Morningstar Direct
RBC Global Asset Management (U.S.) Inc.
Morningstar® EnCorr®
CPMS Equity Market Service and CPMS Backtest Service
Morningstar® Workstation
Morningstar® Annuity Research CenterSM
Morningstar Quotes
Alpari (UK) Ltd
Morningstar LIM
Morningstar® QuoteSpeed
Morningstar® Fund Research
Morningstar® Equity Research
Morningstar® ETF Research
Morningstar® Corporate Credit Research
Morningstar Realpoint
Morningstar Associates
Ibbotson Associates
Morningstar Investment Services
Morningstar® Licensed Data
Morningstar® Document Library
Manager Benchmarks
Manager Profiles
Morningstar® Alternative Investment Center
Morningstar® Traded Fund Center
Morningstar® Pension and Endowment Center
Morningstar® Indexes
Morningstar® Equity Licensed Data
Morningstar® Document Research
Morningstar FootnotedPro
Morningstar® Advisor Workstation
Morningstar® Analyst Research Center
Morningstar® Portfolio Builder
Morningstar® Annuity Analyzer
Morningstar® Enterprise Data Management
Morningstar® Site Builder and Licensed Tools
Investor Relations Services
Morningstar® Advisor Websites
Morningstar Office
Labrum Capital Advisors, LLC
Morningstar® Principia
CPMS Model Portfolios
Advisor Professional Development
Morningstar® Newsletter Builder
Financial Charts and Presentations
Ibbotson® SBBI® Classic Yearbook
Corporate Performance Graph Service
Morningstar® Institutional Marketing and Sales Solutions
Morningstar® Investment Profiles and Guides
Morningstar Valuation Services
Ibbotson Valuation Publications
Ibbotson® Cost of Capital Resources Center
Advertising Services
Customer and Employee Incentive Programs®
Global Investing Websites
Morningstar® Investment Research CenterSM
Newsletters and Books

Morningstar Catalog 2010/2011