Edward Jones has broadened its technology stack and portfolio management capabilities by forging a new alliance with fixed income platform Moment and finalizing its purchase of the overlay management services unit from Natixis Investment Managers. The moves are part of a broader push to modernize investing tools, streamline advisor workflows and deliver more customized, tax-aware portfolio solutions.
Through the deal with Moment, the wealth manager gains access to the platform’s automated portfolio proposal generation and cash-flow optimization engine within its Fixed Income Trading group. The firm said the technology allows advisors to construct fixed-income portfolios more quickly and in alignment with client-specific objectives, replacing what had been a largely manual process.
“This capability gives our financial advisors the ability to quickly generate and implement highly personalized proposals aligned to their clients' unique fixed income needs,” said Russ Tipper, Principal and Head of Products and Solutions at Edward Jones. “We’re replacing a manual, time-intensive process with speed and precision that not only improves the client outcome but adds efficiency for our financial advisors that can be used to further deepen the client experience.”
In parallel, the firm completed the integration of the overlay management services it acquired from Natixis Investment Managers, bringing in-house the team responsible for tax-efficient overlay strategies within its U.S. Unified Managed Accounts platform. Previously handled externally, the overlay capabilities are now embedded within the firm’s internal investment infrastructure, a move executives say will more closely connect portfolio implementation with financial planning.
The Moment relationship and the overlay acquisition signal Edward Jones’ continued investment in technology and managed account capabilities as it competes for high-net-worth and mass-affluent assets. The firm, which serves more than 9 million clients and oversees roughly $2.5 trillion in assets under care, has been expanding its digital and portfolio management tools amid rising demand for personalization and tax sensitivity in client portfolios.
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