Technology

Raymond James provides technology solutions that streamline your workday and empower you to serve your clients proficiently. Our web-based account management system, Advisor Access, gives you access to client accounts and Raymond James systems whether you’re in the office, at home or on the road. Our comprehensive intranet site gives you easy access to extensive resources.

In addition, Raymond James advisors get access to our powerful Financial Planning Suite, a set of full-scale financial planning tools that includes Goal Planning & Monitoring, Forefield, Advisory Process and SunGard.

Strong portfolio management software makes rebalancing and bulk trading easy, leaving you with more time to focus on what’s important – your clients.

And your clients receive the benefits of our technology, too. Our secure Investor Access system lets them view real-time account information and trade online. 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.

At Raymond James, we don’t just talk about technology – we spend more than $100 million a year developing technology solutions for our financial advisors. We don’t just talk about support – we employ more than 800 information technology associates who put your needs at the center of the action.