Raymond James has added a data-driven application to its adviser platform that takes data, information and analytics from across the firm and individual practices to deliver insights advisers can act on.
Called “Opportunities,” the app will notify advisers and prompt them to take action on important client account milestones, financial planning insights, excess liquidity and significant life events that may lead to activity, Raymond James said in a press release Tuesday.
Based on their settings, advisers can view opportunities across their entire book of business or focus on specific relationships or opportunity types.
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Stan Gregor, Chairman & CEO of Summit Financial Holdings, explores how RIAs can meet growing demand for family office-style services among mass affluent clients through tax-first planning, technology, and collaboration—positioning firms for long-term success
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