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 $975 million* each year to continually improve technology for advisors and their clients.

Advisor-led technology
Explore a suite of powerful – and fully connected – technology tools backed by 24/7 expert support.
Our security promise
Monitoring, research and development that keep your data safe and our firm at the vanguard of data security.

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

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Technology for you
Your time is valuable, which is why we focus on creating and refining technologies that help you spend it the ways you want to.
Technology for your clients
From your website and social media presence to mobile tools and apps, we help you build a technology experience that keeps your clients feeling connected.
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Advisor Insights

Explore how having the right technology in place sets you and your clients up for success.
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Technology
Make sure your clients feel safe with these helpful tips
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Technology
Kimberly Briggs, WMS, and Dennis Briggs, CFP®, discuss the evolution of technology and how they integrate technology into their practice.
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Technology

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*As of 9/30/2024

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

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

J.D. Power 2025 U.S. Investor Satisfaction Study, which measures overall investor satisfaction with investment firms, was released 3/20/25, based on investors surveyed 1/24-12/24, who may be working with a financial advisor. Based on 7,876 responses from Advised Investors, 1 company out of 24 was chosen as the winner. 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. The study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. J.D. Power is not affiliated with Raymond James. For J.D. Power 2025 award information, visit jdpower.com/awards.

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Raymond James & Associates, Inc., member New York Stock Exchange / SIPC, and Raymond James Financial Services, Inc., member FINRA / SIPC, are subsidiaries of Raymond James Financial, Inc.

Raymond James® and Raymond James Financial® are registered trademarks of Raymond James Financial, Inc.

Raymond James & Associates Statement of Financial Condition - September 2024 (PDF)