Raymond James introduces data-driven actionable insights
The application, called ‘Opportunities,’ is intended to prompt adviser-client communication.
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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