Putting relationships first
Committed to supporting advisor-client relationships, Raymond James invests in integrated technologies that help people work closely together – from wherever they are. The result is a seamless platform of sophisticated technology tools that are available whether you’re in an office, working remotely or on the go. Our technology is designed using input and feedback from advisors – because if technology doesn’t work for you, it doesn’t work at all.
Stay connected – from anywhere
Our award-winning mobile applications allow you and your clients to connect with our robust platform – and each other.Learn more
Focused on advisors and clients
Take a technology tour
Providing an integrated and customizable platform that supports advisors and their businesses is our top priority. Explore how our technology is built from the mind of the advisor to support your business and your relationships with clients.
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 the Client Access application.
Ready to learn more?
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.
Tech That Connects
It was essential that we not only find a home with robust technology and the resources necessary to satisfy our clients’ needs, but also one that is steadfast in its commitment to client success above all else.
The industry-leading technology at Raymond James supports that goal by streamlining communications and information to our clients, while providing advanced financial planning tools for us on the back end.
Our practice has evolved over the years and this affiliation with Raymond James will provide us with the extensive suite of investment research, financial solutions and cutting-edge technology we need to expand our services and benefit our clients.
We chose to align with Raymond James because of the firm’s client-first approach and forward-thinking in regards to equipping advisor teams with superior research, technology and planning tools.
The technology, tools for managing investments and planning resources for my clients is exceptional. Moreover, the firm’s environment is collaborative, and everyone is committed to pursuing a high level of success.
Having worked at large firms for over 20 years, the natural evolution was a move to the independent space, where more flexibility and advanced tools and technology will help take our practice to the next level. I’m absolutely convinced that this transition will improve our clients’ overall experience and that’s what I am most excited about.
After exploring a variety of firms, I chose Raymond James due to many factors. Its offerings of robust analyst research and leading-edge technology, combined with an unwavering client-first culture, all allow me to focus on working in the best interest of my clients.
In addition to robust technology and insight tools provided by the firm, Raymond James offers our team the opportunity to build a customized brand that better communicates who we are and the purpose behind what we do.
Raymond James allocates resources from a client-focused lens and has equipped us with a great suite of research, technology, and planning tools that will not only help us engage our current clients on a thoughtful level but also allow us to develop new relationships.
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.
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.
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
Q&A: Salit Nagy-Todd
Meet the senior vice president responsible for strategic planning in support of the firm’s advisor technology platform.Read More about Q&A: Salit Nagy-Todd