Explore Opportunities
Contact
About Our Company
Business Models
Products
Technology
Services + Support

Practice Management

You’ve seen how Advisor’s Resource can provide you with tools to manage your clients. How does Raymond James help you manage your business? All you need is here on the navigational bar under Practice Management.

The Money Line provides you with:

  • A real-time snapshot of how much cash is in an account,
  • Ranking of your book,
  • Margin accounts,
  • Year-to-date commissions, — and
  • Net value.

The Payroll Summary enables you to:

  • Access your trade blotter,
  • Track trades and mutual fund commissions,
  • View credits and deductions information, and
  • Navigate product categories by account group, gross commissions, percentage of gross commissions, number of trades and shares.
 
=============