Discover what it means to be a Raymond James advisor, from our eight affiliation options to our services and capabilities – all designed with you in mind.View more
Committed to a value proposition of delivering holistic advice through relationships, Raymond James invests in technology to fully support advisor-client collaboration. Our integrated platform of sophisticated tools provides cutting-edge solutions for our advisors to help them meet the unique needs of each client.
Our technology is designed using input and feedback from advisors, so information is easy to access and to share. Our goal is to provide advisors with technology tools that will allow them to spend less time on tasks, and more time with clients.
Providing an integrated and customizable platform that supports advisors and their business is our top priority. Explore how our technology is built from the mind of the advisor by navigating “Technology for you” and “Technology for your clients” below.
Your time is valuable, and not spending it the way you wish has costs. Fortunately, there are ways to free up more of your time.
Create a positive client experience through your website, social media, mobile technology and Investor Access.
Our technological systems are monitored 24 hours a day, 365 days a year, for signs of tampering or unauthorized activity. We employ the use of encryption, virtual private networks, penetration/vulnerability testing, and the latest firewall and antivirus technology. Our information technology professionals constantly research and develop enhancements to keep us at the vanguard of data security.
We are committed to providing our advisors with leading-edge capabilities. Our technology is designed based on our advisors’ input and feedback so the tools are built from the perspective of the advisor. Our goal is to make our advisors’ lives and practices more efficient, more productive and more convenient, so they can focus on their clients’ needs.
We work hard to be the premier alternative to Wall Street, and a vital component of that effort is our commitment to seamlessly connecting advisors to both their practice and their clients, a commitment that our advisors and our clients find noteworthy.
Hear from two veteran advisors about best practices for incorporating technology into your practiceView More
Explore our industry-leading, intuitive technology that keeps you connected.Read More
See how you can help your clients create and manage their retirement goals.Read More