TESTIMONIALS

Client Testimonials

What some of our clients are saying

“From a branch management point of view it’s great, frees up our time & the various IA’s/Teams like having more control/autonomy to manage their own orders. Training sessions were successful and because the system is so intuitive, there were no issues at rollout”

Branch Manager at GMP

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“Although NIAD is fairly new to Raymond James, I have had the privilege of using it for several years at my previous firm. As new issues form a large part of my business, I have used my own tracking spreadsheet for years that I created. NIAD is a great tool. It allows me to view deals, express interest, allocate to client accounts with its tie in to ADP Dataphile, review term sheets, greensheets, PDFs, and more.

Another key feature is the ability to build your book of interest in a particular issue. As you speak to your clients, you can reflect the interest right to their account, building your list as you go. Also, the ability to hit a button and know exactly what issues you are currently involved with and which have yet to be ticketed is extremely helpful.

How anyone who participates in deals and does not use this is beyond me.  NIAD is the simplest way to track, organize and ticket your new issues. All you need to do is take a few minutes to learn your way around it.”

Senior Investment Advisor at Raymond James

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“The comprehensive set of web-based software tools that make up the NIAD system have enabled our equity capital markets group to manage the needs of the syndication desk, the retail branches and their investment advisors, and the institutional sales staff. The system is fully integrated with our in-house systems solutions.”

ECM Executive at Dundee Securities