Tech that connects. Built for advisors, made for the future.
Our technology works for advisors because it’s developed in close collaboration with them. The result is a seamless platform of sophisticated digital tools that support the advisor-client relationship whether you’re in the office running portfolio simulations or getting a time-sensitive document signed on the go.
Raymond James invests $975 million* each year to continually improve technology for advisors and their clients.
Technology & Innovation Accolades
- 2025 Fortune Most Innovative Companies
- 2025 BISA Technology Innovation Award - Innovating with AI
- 2024 BISA Technology Innovation Award – Tech Savvy
- 2023 BISA Technology Innovation Award – Opportunities
- 2022 BISA Technology Innovation Award – Alerts Portal
Explore our advisor-led technology
*As of 9/30/2024
Fortune collaborated with Statista on the ranking of America’s Most Innovative Companies built on three pillars: product innovation, process innovation and innovation culture. Employee surveys from over 45,000 respondents were used to evaluate innovation culture and the internal view of process innovation. An external panel of 2500 experts were used to provide over 8000 opinions on product innovation and the external view of process innovation. Methodology uses a scale system for each pillar with each pillar weighted equally. More than 45,000 US based companies with at least 500 employees were evaluated along with several hundred smaller companies that appeared to be vibrant and innovative. Out of more than 45,000 nominations considered, 300 won the award. The rating is based on calendar year 2024 and was released on 3/26/2025. This ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Fortune or Statista.
The 2025 Bank Insurance & Securities Association (BISA) Technology Innovation Award is designed to recognize leadership in the advancement of the financial services industry's products, services and platforms through technology innovation. This award highlights companies for their commitment to advancements in technology-based solutions for the industry. Candidacy for the 2025 Technology Innovation Award is limited to products launched in 2024 and is open to BISA Leadership members, as well as Associate and Associate Plus members. This is based upon the period from 1/1/2024 to 12/31/2025 and was released on 3/19/2025. Of more than 11 firms considered; 11 were recognized. The award is not representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance.
The 2024 Bank Insurance & Securities Association (BISA) Technology Innovation Award is designed to recognize leadership in the advancement of the financial services industry's products, services and platforms through technology innovation. This award highlights companies for their commitment to advancements in technology-based solutions for the industry. Candidacy for the 2024 Technology Innovation Award is limited to products launched in 2023 and is open to BISA Leadership members, as well as Associate and Associate Plus members. This is based upon the period from 1/1/2023 to 12/31/2023 and was released on 3/7/2024. Of more than 10 firms considered; 9 were recognized. The award is not representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award. BISA is not affiliated with Raymond James. For more info see: https://www.bisanet.org/page/TechnologyAward
The Bank Insurance & Securities Association (BISA) Technology Innovation Award is designed to recognize leadership in the advancement of the financial services industry's products, services and platforms through technology innovation. This award highlights companies for their commitment to advancements in technology-based solutions for the industry. Candidacy for the (2023) Technology Innovation Award is limited to products launched in (2023) and is open to BISA Leadership members, as well as Associate and Associate Plus members. This is based upon the period from 01/01/2022 to 12/31/2022 and was released on 02/28/2023. A total of 7 firms received this award out of the 7 that were eligible. The award is not representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award. BISA is not affiliated with Raymond James. For more info see: https://www.bisanet.org/page/TechnologyAward
The 2022 Bank Insurance & Securities Association (BISA) Technology Innovation Award is designed to recognize leadership in the advancement of the financial services industry's products, services and platforms through technology innovation. This award highlights companies for their commitment to advancements in technology-based solutions for the industry. Candidacy for the (2022) Technology Innovation Award is limited to products launched in (2021) and is open to BISA Leadership members, as well as Associate and Associate Plus members. This is based upon the period from 1/1/2021 to 12/31/21 and was released on 3/1/22. The award is not representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award. BISA is not affiliated with Raymond James.