Making the most of the time you have
When working with clients and building your business, it can be difficult to move between tasks and keep all the shifting demands of your practice seamlessly connected. Our integrated, efficient technology is combined with support from a dedicated team to show you how productivity works here.
Prepare for your day
- Advisor Access: Gateway to all applications you use to manage client relationships and build your business.
- RJnet: The Raymond James intranet platform, designed to allow for easy customization of your homepage, news and alerts.
Work with clients
- Client Center: Central location for managing your client relationships, integrating everything from contact management to client reporting.
- Client Reporting: For single reports or comprehensive review packages, an integrated dashboard addresses all your clients’ need including performance, portfolio analysis, expected income, contributions and withdrawals.
- Goal Planning & Monitoring: Fully integrated retirement and financial planning software that automatically pulls in client information to save you time and effort.
- Portfolio Management Center: Create a scalable and repeatable portfolio management process using your custom models or firm-defined models.
- Investor Access: Secure, online portal for clients to access all of their Raymond James accounts 24 hours a day, seven days a week.
- Mobile capabilities: The world is your office, so we’ve made sure you can access the entire Raymond James platform from your iPad, Android or Windows 8 tablet.
Build your business
- Practice management reporting: Integrated asset and key client data enable you to dissect and analyze your book.
- Custom websites: You can choose to work with Raymond James Marketing to create a website based on your custom brand or select from a variety of preapproved templates.
- Social Media: Tools that provide marketing support and ability to schedule posts for Facebook, LinkedIn and Twitter.