Tools to power your practice and empower your growth.
Effective. Effortless. Empowering. This is what technology should be and what we strive to build into every digital solution we develop for advisors. And their perspective guides it all – they tell us what they need, what’s working, what could work better, what would make a difference for their clients and their businesses – and we listen.
Our technology platform is sophisticated and expansive, but most important it’s connected. Tools work in tandem and systems operate in harmony, streamlining processes and multiplying productivity, so you have more of your most valuable resource: time.
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Advisor Access is your Raymond James technology command center. In Advisor Access our tools talk to each other, helping you easily move through applications and other firm resources with a single login and get the information you need to manage relationships and build business. And because the platform is available on your smartphone or tablet, you can access what you need anytime, anywhere.
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The Advisor Mobile app puts your business at your fingertips with seamless access to client and account information, performance data, CRM notes, client texting and more from your smart device. Dictate notes through voice recognition or view recently run reports on your phone before printing them using Apple AirPrint from wherever your schedule takes you.
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With our suite of management tools, you can consider your client relationships from every angle. Build a custom financial plan with our Goal Planning & Monitoring (GPM) software, then create personalized touchpoints to review progress in Client Relationship Manager (CRM) and access key account information on demand in Client Center.
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From helping you see your business’s big picture in Practice Center to shaping how clients and prospects see you through your website and social media, our practice management tools keep you connected to the activities that drive your revenue and the people that drive your success.
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Powerful technology is protected technology, which is why we put as much effort into keeping our systems secure as we do to create them. The key programs and specialized teams keep our tech – and your business – safe include Incident Response, Technology Risk Management and our 24/7, highly advanced Cyber Threat Center.
Secure access that makes anywhere your workplace.
A history of technology investments, advancements and close collaboration with advisors means Raymond James adapts rapidly to change, keeping advisors and clients connected and confident.