Tap a full range of integrated technology, including a brokerage platform powered by Thomson ONE®.1
Innovative technology to manage your practice seamlessly
Ameriprise Financial has invested millions of dollars to bring our advisors complete and integrated technology platforms designed to drive practice efficiencies and support a superior client experience. Our reliable PracticeTech℠ platform gives you access to a full range of capabilities — including client engagement tools, financial modeling and performance analytics. And because we designed the platform to work across multiple delivery channels, you can provide clients with timely information when and how they want to receive it — mobile, online or face-to-face.
- Client engagement
Fully integrated contact management, comprehensive client account access, award-winning advisor websites, automated client communications and client access to our secure online brokerage platform
- Investment and portfolio management
Ameriprise Brokerage Platform powered by Thomson ONE1 offering comprehensive investment and portfolio management, and equipped with e-Signature and check-scanning capabilities
- Financial planning
Advanced financial planning tools, including NaviPlan®2, that are integrated with client information and feature built-in compliance and predictive modeling
- Knowledge and insights
Industry research and alerts from Thomson, as well as our Opportunity Manager system for identifying avenues to deepen client relationships
- Practice performance
Tools to track compensation and manage practice reporting, plus our cloud-based document workspace solution so practice members can work from anywhere on any device
- Tech support
Premium technical support covering hardware or software repair, next-day replacement and recovery, and a new computer every 36 months
1 Thomson ONE is a registered trademark of Thomson Reuters and its affiliates.
2 Naviplan® is a registered trademark of Zywave, Inc.
Some tech support is provided to franchise advisors for a fee.
Support may vary for Ameriprise Advisor Group and Ameriprise Franchise Group advisors. Please consult your local field leader or recruiter for details.
Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.
In the News
“The Customer Experience Index 2014,” Forrester Research, Inc.
On Wall Street