Technology
To keep all the moving pieces of your practice seamlessly connected you need access to integrated, efficient technology. And that’s precisely the sort of technology we offer. We spend more than $100 million each year and employ more than 800 IT professionals to see that you have the systems and infrastructure in place to ensure that “systems and infrastructure” are the last things on your mind.
At the heart of our technology offering is Advisor’s Resource, a web-based account management system that gives you access to client accounts and Raymond James systems whether you’re in the office, at home or on the road. In addition, Raymond James advisors have access to our powerful Financial Planning Suite, a set of full-scale financial planning tools that includes the Sungard PlanningStation, Financial Planning Library – Forefield and the Ibbotson Asset Allocation Library.
And your clients receive the benefits of our technology, too. Our secure Investor Access system lets them view real-time account information and trade online. You can even link to this system through your own customized website [link to Marketing page] – it’s a great way to make sure you remain at the center of your client relationships.
Best of all, full technical assistance is available every weekday from 6:30 a.m. to 9 p.m. EST – and from a team that’s voted Raymond James one of Computerworld’s “Best Places to Work in IT” in 2007, 2008, 2009, 2010 and 2011.