The mobile technology at Raymond James allows you to access the information you need to support your clients and your practice while on the go. Our technology is developed based on a combination of competitive research and advisor and client feedback to ensure that our platforms are intuitive and easy to use, wherever your business takes you.
Tap into your business using Raymond James Advisor Mobile, an app that offers seamless access to key data by putting the resources and information at your fingertips. Quickly and easily access client and account information, account balances and holdings, performance, CRM notes and more while on the go from your iPad and iPhone. Recently run reports can be viewed directly on your mobile device and can be printed using Apple AirPrint from wherever your schedule takes you. You can also dictate your notes through voice recognition.
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Now that you have scratched the surface of the possibilities that await you here, get the whole story. Have a confidential conversation with our consultant about what your business would look like as an advisor at Raymond James.