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Raymond James
Willingness to recommend
3.94/5
About the provider
Raymond James Investment Services supports entrepreneurial investment managers and investment focused financial planners in the UK, who run growth oriented practices with a strong management and compliance culture. These wealth managers service high net worth investors with complex financial needs and in some cases, also service mandates for institutional clients like charities and pension funds. As part of the core Private Client Group of Raymond James Financial, we are part of a well-established, profitable and diversified financial services firm.
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Ownership:
Raymond James is part of parent company Raymond James Financial,Inc a public company, listed on the New York Stock Exchange.
AUM:
£15.0 bn as at 30th September 2023
Partnerships:
Investment Software Ltd and SS&C/Advent
NextWealth analysis
Raymond James is an open architecture platform designed for wealth managers who run sophisticated investment propositions. They offer excellent access to a wide range of underlying investments, including funds, ETFs, listed securities, investment trusts, structured products and hedge funds. Raymond James does a good job of supporting wealth managers who want to manage an investment portfolio for customers.
Integrations
Based on 16 reviews
3.63/5
Integrates One Way
Integrates Both Ways
Adviser Office (IRESS)
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Xplan (Iress)
No integrations available for Cash Management
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No integrations available for Client Portal
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Reviews
Willingness to recommend
Integrations
Value for money
Service
They do what they say they will do - solid governance and strong finances
Anonymous
October 2023
Willingness to recommend
Integrations
Value for money
Service
"It's core market is for DFMs and it shows. It is a clunky platform to use
Anonymous
September 2023
Willingness to recommend
Integrations
Value for money
Service
No comment left by user
Anonymous
September 2023
