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Raymond James to leverage FNZ’s end-to-end wealth management platform to deliver AI-powered capabilities, straight-through processing, and real-time capabilities with digital-first design to elevate advisor experience

June 27, 2025 //  by Finnovate

Raymond James announced a strategic partnership with FNZ, a global wealth management platform provider, to deliver its next-generation wealth management platform. Under the agreement, Raymond James Ltd. will make a significant investment to accelerate the digital transformation of its wealth management infrastructure and elevate the advisor and client experience nationwide.  The partnership will see Raymond James Ltd. leverage FNZ’s integrated, end-to-end wealth management platform—a deliberate and future-focused investment in modern infrastructure. Designed to deliver AI-powered capabilities, straight-through processing, and advanced digital capabilities, the FNZ platform will strengthen the Raymond James Ltd. unique value proposition. The new platform is built with a client-centric, digital-first design that improves efficiency, speed and personalization across the full wealth lifecycle. Advisors will gain a modern, intuitive operating environment, enabling more meaningful client engagements. Investors will benefit from improved digital experiences and real-time capabilities, all backed by the highest level of security and performance provided by the FNZ platform. FNZ’s market-leading technology and infrastructure will significantly enhance Raymond James Ltd.’s offering to advisors with greater flexibility to adapt quickly to changing markets, regulatory requirements, and investor expectations.

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Category: Robos & Wealth, Innovation Topics

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