Case Study: Raymond James achieves 24x7 API performance monitoring and faster application warm-ups with SmartBear AlertSite

Raymond James Invests in SmartBear Technology to Monitor Critical Financial-Transaction Applications

Raymond James Financial, a diversified financial services firm supporting thousands of advisors through its Advisor Access platform, needed to ensure mission‑critical advisor transactions worked reliably. Because the platform’s APIs and services run behind the corporate firewall, the team required 24x7 synthetic testing of the services tier, the ability to “warm up” servers after maintenance, configurable maintenance windows to avoid false alerts, and support for advanced authentication schemes.

They deployed SmartBear AlertSite with SoapUI and a private in‑firewall appliance to run and promote test scripts into continuous synthetic transactions. AlertSite emulates complex auth (including two‑way SSL), warms applications after patches, monitors internal and external apps from a single console, and pinpoints problematic nodes—enabling faster issue detection, fewer end‑user disruptions, and a streamlined testing-to-monitoring workflow.

Raymond James

Jeff Palmiero

Application Performance Management Architect