Raymond James Ltd.

Our technology investments are designed to give advisors back what matters most: time. Through our new partnership with FNZ, we’ll be creating a unified digital platform that will simplify the advisor experience, integrating client insights, business analytics, and operations into one seamless view. With $100 billion in client assets and 520 financial advisors coming together, this next-generation platform when launched will bring greater clarity, efficiency, and connectivity to every client interaction. Because when technology works for advisors, it empowers them to work smarter for their clients. 🔗 Learn more about our Technical Software Stack here: https://lnkd.in/gzHnPU2N ___ Nos investissements technologiques sont conçus pour redonner aux conseillers ce qui compte le plus : le temps. Notre nouveau partenariat avec FNZ permettra de créer une plateforme numérique unique qui simplifiera l’expérience des conseillers, en intégrant les informations sur les clients, les analyses commerciales et les opérations dans une vue d’ensemble plus fluide. Regroupant 100 G$ d’actifs clients et 520 conseillers en placement, cette plateforme de nouvelle génération apportera davantage de clarté, d’efficacité et de connectivité à chaque interaction avec les clients. Car lorsque la technologie est au service des conseillers, elle leur permet de travailler plus intelligemment pour leurs clients. 🔗 Pour en savoir plus sur notre pile technologique : https://lnkd.in/g_kvV-Xp

Advisors need flexibility. Compliance needs certainty. At Raymond James, our open ecosystem delivers both. Choose best-in-class tools while firm-wide governance and audit trails ensure consistency. Because the right tech should empower, not restrict, your business.

Every advisor knows the weight of a big move. Our transition specialists handle the complexity so you can stay focused on your clients. From data migration to day-one readiness, our Raymond James team turns disruption into momentum.

Looking for a firm that values your independence as much as your clients do? At Raymond James, you get: - a flexible platform - robust compliance, and - a culture built around advisor success. Let’s talk about how you can make your next move the right one for you and your clients.

When technology works for advisors, it empowers them to work smarter for their clients. Through our FNZ partnership, we’ll be creating a unified platform that will simplify the advisor experience - integrating client insights, analytics, and operations - giving advisors back what matters most: time.