Family office software with Raymond James integration

Super connects seamlessly with Raymond James to help family offices and wealth managers unify data, automate reporting, and streamline operations — all in one platform.

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What is the Raymond James integration?

Our Raymond James integration allows family offices to connect Raymond James directly with Super. By syncing Asset Aggregation data into a single dashboard, you gain clarity, precision, and real-time insights across your entire portfolio.

Gain real-time insights with Raymond James data visible in dashboards and portfolio views.

Consolidate Raymond James accounts alongside banks, custodians, and other data sources.

Automatically fetch data from Raymond James.

Centralise your reporting including Raymond James included.

How Raymond James works with Super

Super connects directly to Raymond James, pulling your data into one platform so you can track, report, and manage it alongside all your other assets.

Save time with automated data flows.

Improve accuracy across assets and liabilities by including Raymond James data.

View consolidated reports directly in your Super account.

Support better decision-making with up-to-date Raymond James data.

Benefits of integrating Super with Raymond James

Connecting Raymond James with Super unlocks time savings, accuracy, and clearer reporting — helping family offices make better, faster decisions.

Unify reporting by consolidating Raymond James data with banks, custodians, and other systems in one dashboard.

Eliminate manual exports and imports from Raymond James.

Reduce errors and maintain reliable reporting with data directly from Raymond James.

Grow your operations without adding extra admin work.

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