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
