Client Management

Your time is valuable, and not spending it the way you wish has costs. Fortunately, there’s a way to free up more of your time, using an integrated and customizable technology platform developed for advisors to make sure it meets your needs with optimum usability.

managing your clients

Managing Your Clients

Client Center

Client Center is a central location for information about your clients and their accounts. It’s integrated with multiple systems to help you keep clients’ information up to date, create and monitor their plan for retirement, and manage their portfolio.

Client Center


Client Relationship Manager (CRM)

Client Relationship Manager enables you and your staff to proactively interact with clients and prospects in an effective manner while maintaining readily accessible records of all communications. CRM will provide you with a complete view of your clients and can help you set up an automated process for client contact points. You can access CRM and important client information while on the go with Advisor Mobile.



Client Reporting

Our Client Reporting tool helps you bring together client data to create attractive, easy-to-read, customized reports for a more personalized and comprehensive client review experience. The application is also integrated with Client Center to meet your on-demand reporting needs.

Client reporting


Planning with Clients

Goal Planning & Monitoring (GPM)

Our interactive Goal Planning & Monitoring tool provides comprehensive financial planning. It enables clients and their advisors to identify, enter and adjust goals to assess appropriate asset allocation targets, spending or savings rates, and the probability of achieving those goals.



Portfolio Management

Our Portfolio Management Center enables you to create a scalable and repeatable portfolio management process with advisor-driven model portfolios.


Ready to learn more?

Now that you have scratched the surface of the possibilities that await you here, get the whole story. Have a confidential conversation with our consultant about what your business would look like as an advisor at Raymond James.