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Instead of focusing on the latest trends or trying to shoehorn clients into proprietary products and packaged solutions, Raymond James | Morgan Keegan focuses on you. We continually strive to provide the highest-level products and services available – more resources, more experienced support and more attention to individual needs mean a higher level of service.

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eFolio

Over 10 years ago, Morgan Keegan launched eFolio®, the first truly interactive proprietary online portfolio management system for institutions. Interact with your portfolio online, run what-if scenarios, shock your portfolio using interest rate assumptions and more. Institutional clients can access eFolio at any time from any computer – giving you constant access to your portfolio and Morgan Keegan’s inventory and research.

  • View Inventories
  • View Cashflows
  • Shock Portfolios
  • Simulate Trades
  • Run What-if Scenarios
  • Create Customized Reports
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