Raymond James

Here is Raymond James in plain terms. Dietz Financial Services offers corporate retirement plan consulting, investment solutions, financial and education planning services. In practice that means building software for you when nothing off the shelf fits.

Who is it for? Mostly companies with a specific process to automate. Alongside the main category they mention Education, Finance, Financial Services and Retirement. They are a very small team, 1 to 10 people, which usually shapes who they work with. You will probably talk to the people who build it, which is great until you need 24/7 support.

Raymond James is based in Waco, Texas and founded in 2013. More on raymondjames.com.

Before you commit, look at portfolio relevance, who owns the code, and how they handle changes. A short pilot with your real data tells you more than any demo.

If you have worked with Raymond James, tell the next buyer what you paid and what surprised you. That is the part of this page we cannot write.