Platform Benefits

Steward Partners Global Advisory provides its partners with a world class platform through Raymond James Financial Services, the entrepreneurial ability to explore outside alliances and the ability to deliver on a variety of custom features and benefits not being delivered by our competitors. Here are some of the benefits and features our partners enjoy:

  • Full Advisory Platform
  • Full suite of desktop planning tools.
  • International brokerage and advisory capabilities
  • Raymond James Award Winning Client Mobile Technology (iPhone, iPad, Web access)
  • Access to Raymond James Trust
  • “Raymond James” Bank: Full suite of lending solutions and dedicated local specialist
  • Reserved client program ($500,000 household)
  • Ability to customize client statement type (short or long version, you choose!)
  • Access to Senior Management, Research Department and Asset Managers
  • Access to Equity and Fixed Income Syndicate
  • No Bank Deposit Program Tiering
  • Access to Local and National Client Events