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.
Advisor Access is your central point of interaction with Raymond James technology, helping you navigate the applications you use to manage your client relationships and build your business. Logging on to Advisor Access also eliminates the need to log on multiple times as you move through applications and other Raymond James resources, including Financial Planning Library – Forefield, the Ibbotson Asset Allocation Library and more.
Goal Planning & Monitoring software
This innovative tool, powered by MoneyGuide Pro®, enables you to create interactive goal plans for clients, build actionable recommendations, and monitor plans to keep clients on track more easily than ever before. Goal Planning & Monitoring is fully integrated into the Advisor Access platform, outputs highly visual deliverables for clients, is easy to use with sophisticated results and updates in real time so you know when a client gets off track.
At Raymond James, you will be able to access your business anytime, anywhere from your mobile device. Work email, Advisor Access, Client Center, Goal Planning & Monitoring and several other applications are all easily accessible via your smartphone and tablet. Your clients will enjoy mobile access as well through a mobile version of your website and the Investor Access app for viewing their accounts.
One of the best aspects of our technology is the people who support it. You can expect full technical assistance every weekday from 6:30 a.m. to 9 p.m. ET, from a team that has voted Raymond James one of Computerworld's "Best Places to Work in IT" every year since 2007.