If you are a directly authorised investment management firm or investment focused financial planning practice, and are looking to enhance your business with the Raymond James Investment Management Platform, you’ll enjoy all the rewards of delivering a highly competitive wealth management solution with optimal efficiency and control.

Raymond James’ Investment Management Platform is the leading platform for firms wishing to ‘insource’ investment management. As an LSE member firm, our direct market access provides efficient and cost effective trade execution in real time with no additional third party broker fees for retail trades in London listed securities.

Our platform services are delivered in an open architecture environment, offering unprecedented access to a broad range of assets and tax wrappers, and ensuring there is no conflict to a wealth manager’s unbiased investment selection.

Our trading and rebalancing portfolio management system provides institutional quality trade generation, portfolio modelling, and rebalancing tools. Our trading solution provides simple and intuitive functionality, reducing the time spent managing portfolios. The model comparison tool provides graphical representation of portfolio positions against agreed tolerances, allowing investment managers to rebalance at optimal times, avoiding unnecessary and costly trading. Wealth managers are able to maintain their own trading preferences, giving them more control over their trading process and better equipping them to manage their clients’ investments and manage risk.