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
A firm with a mission
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.
Advisor & Client Technology
Take a technology tour
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.
Technology for you
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.
Technology for your clients
Create a positive client experience through your website, social media, mobile technology and Investor Access.
Now that you have scratched the surface of the possibilities that await you here, get the whole story. Have a confidential conversation with our consultants about what your business would look like as an advisor at Raymond James.
Tech That Connects
Our security promise
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.
Awards & Recognition
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.
Using Technology in Your Practice
Hear from two veteran advisors about best practices for incorporating technology into your practiceView More about Using Technology in Your Practice
Our Technology Capabilities
Explore our industry-leading, intuitive technology that keeps you connected.Read More about Our Technology Capabilities
Introducing Goal Planning & Monitoring
See how you can help your clients create and manage their retirement goals.Read More about Introducing Goal Planning & Monitoring