Investor Presentaiton
A focus on technology
19
8:38
◄ Mobilelron
2
Expand investments in technology
APPROACH
• Built from the mind of the advisor
• Develop leading capabilities that are:
.
• Easy-to-use
•
• Customizable
• Forward-thinking
• Innovate where it matters most
Invest heavily in infrastructure & stability
Q Search
Raymond James News
TECHCOMEL
All News
مه
FIRST EVER: Raymond James Tech Conference
Leveraging tools today to prepare for the future
FLEXIBLE
Inclusion Networks Shine
Raising the bar on diversity in corporate Americal
INTUITIVE
Raymond James Cares Month Results
Giving back to the communities we call home
EFFICIENT
Recent Trades
CUSTOMIZABLE
Smith's 529 000A0000
NEJZC
NEST NE 5...
COMMISSION ADJUSTMENT
Quantity
0.000
Net Amount
Trade Date
5/1/20
Settlement Date
$0.00
5/1/20
PRODUCTIVE
Smith's 529 - 0000000
NISTA
NEST NE 5...
COMMISSION ADJUSTMENT
0.000
Net Amount
5/1/20
Settlement Date
$0.00
5/1/20
BUSINESS GROWING
Unknown
COMMISSION ADJUSTMENT
SERVE CLIENTS ANYWHERE
0.000
Net Amount
$0.00
OBJECTIVES
.
Protect the firm, advisors & their clients
• Attract & retain financial advisors
Help advisors increase their productivity
through efficiencies & deepening client
relationships
Quantity
Trade Date
John Doe 55555555
UNKNOWN::
Quantity
RJ
000
RAYMOND JAMESView entire presentation