Tools

Two State-of-the-Art Tools that Help Your Firm Gain a Strategic Advantage in Managing Business

Business Analyzer Software

Raymond James Business Analyzer Software provides financial advisors, management and other stakeholders with a tool to analyze data in a flexible, dynamic manner. In short, it consolidates data from numerous systems (the Blotter, Performance, Standard & Poors, etc.) and presents results in an interface that allows you to combine, filter, sort and analyze as you wish.

Supervisory Alert System

Another convenient tool is the Supervisory Alert System, which gives management an extra layer of control in supervising client account activity. It also allows parameters to be set, notifying you of when elements such as position concentration, risk tolerance or trade limits are exceeded.

See the Benefits for Yourself

To learn more about our technology, we invite you to view our technology demonstration and learn first hand how you can benefit from the software available to Raymond James correspondent firms.

For more information on the technology we can offer your firm, please Contact Us.

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