Raymond James has rolled out a new portal for advisors and their teams that consolidates firm, department and practice notifications into one centralized dashboard, according to Chief Information Officer Vin Campagnoli. The Alerts Portal is fully customizable and allows for multiple ways to organize and forecast tasks for individuals and teams. Integration across the Raymond James technology platform enables advisors to more easily respond to notifications that impact their clients and business, and collaborative tools within the portal keep teams on the same page. Key benefits of the Alerts Portal include: It encourages collaboration and increases the efficiency of administrative tasks: Alerts Portal was designed with financial advisor teams in mind. Teams can set notification priority based on their individual roles to maximize efficiency, with the added ability to claim alerts and add comments that are visible to others in real time. Interactive graphs that dynamically display what the day will look like, along with the ability to take notes and view each alert?s action history, make it easy to take ownership and collaborate on key tasks. It puts control in the hands of users: A variety of preferences enable financial advisors and their team members to customize the portal based on their business needs, including personalizing priority levels. Alerts, categories and due dates are sortable, filterable and display prominently for ease of identifying which alerts require action. Teams can also elect to receive email alerts for high-priority items. It gives more time back: Alerts Portal simplifies the process of alert management so advisors and teams can spend more time connecting with clients and growing their businesses. Integration across the Raymond James technology platform enables users to take quick action on any notification.