Al estilo de los roboadvisors

Raymond James presenta su plataforma tecnológica «Connected Advisor»

Fecha:

Raymond James Announces "Connected Advisor" Technology Platform
Foto: 526663. Raymond James presenta su plataforma tecnológica "Connected Advisor"

Autor: Fórmate a Fondo

  1. The platform fully reflects the firm’s advisor-centric business model, and includes already-released client-facing tools that support digital communications and online collaboration, as well as new capabilities
  2. The new initiatives center around robo-advisor-like technologies, as well as data-driven insights that will help advisors address the more complex needs of higher-net-worth clients
  3. “While many industry alternatives seek to disintermediate advisors, Connected Advisor will support advisors and their commitment to serving clients”