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.
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
The emphasis on transformative technology and creating opportunities for advisors to develop personally and professionally is a sign of great things to come for the firm.
I chose Raymond James for its dedication to remaining client-focused, as well as its robust investment and technology platforms. The additional support gives me more freedom to serve my clients with highly customized, tailored investment strategies that help fit their needs.
My business is built on a passion for helping people from all walks of life identify, plan for and live out their dreams. Raymond James is the best partner for this endeavor through its commitment to technology which creates conveniences for the team and our clients.
On the business side, my staff and I have gained the support and technology to operate seamlessly whenever one of us is not physically in the office.
The firm has a long history of putting clients first and is equipped with a breadth of resources – from sophisticated wealth planning expertise to forward-looking technology. As we look ahead, we’re certain this decision will allow our group to continue to evolve and thrive throughout this new chapter.
On the technology front, I’ve already received positive feedback from clients on the firm’s Client Access portal, which is especially important to younger generations as wealth continues to transfer to them.
The industry-leading technology at Raymond James supports our goals by streamlining communications and information to our clients while providing advanced financial planning tools for us on the back end.
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