Technology
To keep all the moving pieces of your practice seamlessly connected, you need access to integrated, efficient technology. And that’s precisely the sort of technology we offer.
At the heart of our technology offering is Advisor’s Access, a web-based account management system that gives you access to client accounts and Raymond James systems whether you’re in the office, at home or on the road. In addition, Raymond James advisors have access to our powerful Financial Planning Suite, a set of full-scale financial planning tools that includes the Goal Planning & Monitoring, Financial Planning Library – Forefield and the Ibbotson Asset Allocation Library.
And your clients receive the benefits of our technology, too. Our secure Investor Access system lets them view updated account information and transfer funds. You can even link to this system through your own customized website – it’s a great way to make sure you remain at the center of your client relationships.
Best of all, full technical assistance is available every weekday from 6:30 a.m. to 9 p.m. ET – and from a team that’s voted Raymond James one of Computerworld’s “Best Places to Work in IT” in 2007, 2008, 2009, 2010, 2011 and 2012.