Tech that connects. Built for advisors, made for the future.
Our technology works for advisors because it’s developed in close collaboration with them. The result is a seamless platform of sophisticated digital tools that support the advisor-client relationship whether you’re in the office running portfolio simulations or getting a time-sensitive document signed on the go.
Raymond James invests $865 million* each year to continually improve technology for advisors and their clients.
Technology & Innovation Accolades
- 2024 BISA Technology Innovation Award – Tech Savvy
- 2023 BISA Technology Innovation Award – Opportunities
- 2022 BISA Technology Innovation Award – Alerts Portal
- 2020 BISA Technology Innovation Award – Advisor Texting
Explore our advisor-led technology
The 2024 Bank Insurance & Securities Association (BISA) Technology Innovation Award is designed to recognize leadership in the advancement of the financial services industry's products, services and platforms through technology innovation. This award highlights companies for their commitment to advancements in technology-based solutions for the industry. Candidacy for the 2024 Technology Innovation Award is limited to products launched in 2023 and is open to BISA Leadership members, as well as Associate and Associate Plus members. This is based upon the period from 1/1/2023 to 12/31/2023 and was released on 3/7/2024. Of more than 10 firms considered; 9 were recognized. The award is not representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award. BISA is not affiliated with Raymond James. For more info see: https://www.bisanet.org/page/TechnologyAward
*As of April 2024
The 2022 Bank Insurance & Securities Association (BISA) Technology Innovation Award is designed to recognize leadership in the advancement of the financial services industry's products, services and platforms through technology innovation. This award highlights companies for their commitment to advancements in technology-based solutions for the industry. Candidacy for the (2022) Technology Innovation Award is limited to products launched in (2021) and is open to BISA Leadership members, as well as Associate and Associate Plus members. This is based upon the period from 1/1/2021 to 12/31/21 and was released on 3/1/22. The award is not representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award. BISA is not affiliated with Raymond James.
The 2020 Bank Insurance & Securities Association (BISA) Technology Innovation Award is designed to recognize leadership in the advancement of the financial services industry's products, services and platforms through technology innovation. This award highlights companies for their commitment to advancements in technology-based solutions for the industry. Candidacy for the (2020) Technology Innovation Award is limited to products launched in (2019) and is open to BISA Leadership members, as well as Associate and Associate Plus members. This is based upon the period from 1/1/2019 to 12/31/2019 and was released on 3/5/20. The award is not representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award. BISA is not affiliated with Raymond James.
The Bank Insurance & Securities Association (BISA) Technology Innovation Award is designed to recognize leadership in the advancement of the financial services industry's products, services and platforms through technology innovation. This award highlights companies for their commitment to advancements in technology-based solutions for the industry. Candidacy for the (2023) Technology Innovation Award is limited to products launched in (2023) and is open to BISA Leadership members, as well as Associate and Associate Plus members. This is based upon the period from 01/01/2022 to 12/31/2022 and was released on 02/28/2023. A total of 7 firms received this award out of the 7 that were eligible. The award is not representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award. BISA is not affiliated with Raymond James. For more info see: https://www.bisanet.org/page/TechnologyAward