Technology

 

Steward Partners Global Advisory provides its partners with “state-of-the-art” desktop technology and financial planning tools. Our partners deserve 21st century technology in order to serve today’s demanding high net worth clients and their families. Here are some of the tools our partners have at their fingertips:

  • Access to Black Diamond, Envestnet, Clearwater and several other leading software programs
  • Award winning Raymond James technology
  • Concierge level service for advisors and staff, so they can provide that to their clients
  • All access mobile technology
  • Remote access for all partners
  • E-signature paperwork approval
  • Social Media Strategy
  • Custom built advisor websites
  • Access to home office for client VIP’s
  • Access to senior management
  • Access to Raymond James concierge desk