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 our Advisers Resource Portal, a sophisticated technology platform which includes order entry, portfolio modelling and rebalancing, client reporting and account enquiry, as well as guidance, research, forms, procedures and tools relevant to every aspect of the investment process. We also offer wealth managers a number of professional development opportunities, focused on continuing education and practice management.

Advisers Resource Portal

Via this secure web based extranet, we can deliver up to date information including extensive guidance on Raymond James policies and procedures, account opening documentation, updates on industry and regulatory developments, product and key contact information, compliance support, marketing materials and investment research.

The key research tools accessed through Advisers Resource include Reuters Knowledge for Investment Management, which contains equity and economic research written by a number of research providers. We also provide access to 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.