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Raymond James: Selects FactSet to provide market data for Canadian advisors

Raymond James: Selects FactSet to provide market data for Canadian advisors

  • Raymond James is a Florida-based diversified holding company providing financial services to individuals, corporations
  • FactSet is a global provider of integrated financial information, analytical applications, and industry-leading service
  • FactSet is working to implement its web-based Wealth Workstation to over 900 wealth management professionals
  • The virtual implementation will provide them with personalized and efficient access to comprehensive multi-asset class market data
  • FactSet’s Wealth Workstation will also integrate internal model portfolios and approved lists, strengthening financial advisors
  • This integration will support productivity and efficiency by delivering tailored and actionable portfolio insights

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