Wealth Manager Support
At Raymond James we provide wealth managers with the services and product availability that they need to deliver high quality investment solutions to their clients. To underpin our support we also provide access to the Advisers Resource Portal™, our sophisticated technology platform. We also offer wealth managers a number of professional development opportunities, focused on continuing education and practice management.
Advisers Resource Portal
Raymond James’ Advisers Resource Portal ™ is the integrated user interface provided to wealth managers and their staff. They can view their clients’ holdings and activate clients for Investor Access, our online reporting tool, extract data downloads into the Morningstar Adviser Workstation as well as back office systems such as Intelliflo, Prestwood and Avelo Adviser Office, and also view and administer the Raymond James Loan and Cash Accounts. The Advisers Resource Portal ™ also contains RJIS Net, providing access to guidance, forms, fund terms, marketing materials, procedures, policies, training tools and much more. RJIS Net is easy to navigate with a search facility, A-Z index and intuitive menu driven content.
Wealth managers are also provided the Raymond James Portfolio Management System, powered by Advent Software, providing functionality for trading, portfolio modelling and rebalancing, reporting, account enquiry and CRM. Two key research tools are also offered, including Reuters Knowledge for Investment Management, which contains equity and economic research written by a number of institutions, and the Morningstar Adviser Workstation, providing a host of fund selection and investor education tools.
Continuing Professional Development
Raymond James hosts annual conferences for wealth managers and support staff within branches and firms using our platform, providing a valuable opportunity for them all to gather in one location to hear updates on key industry and regulatory topics, learn more about practice management initiatives, gain access to expertise useful to them as investment professionals and business owners, and meet with and hear from key strategic partners. These events provide an excellent opportunity for wealth managers and support staff to network and share ideas amongst their peers.
We also give wealth managers and their staff access to an advanced online training suite to continually enhance and develop their expertise in an ever changing market.
With this exceptional level of support and capability, wealth managers enjoy peace of mind that they can run their own business, retain the rights to their client relationships and deliver excellence to their clients at all times.