Experienced Financial Advisors

• Why Ameriprise Financial
• Financial Planning at Ameriprise
• Our Business Models
• Support for Your Practice
• Integrated Technology
• Transition Process
• Selling Your Practice
• Take the Next Step

Innovative technology for every area of your practice

Ameriprise Financial has invested millions of dollars to bring our advisors complete and integrated technology platforms. We provide you an array of tools and capabilities – with built in compliance support – to support your practice and drive a superior client experience.

A complete and fully integrated tool suite

Our financial planning tool suite gives you access to a full range of capabilities, including client engagement tools, testing strategies and performance analytics. Tools in the suite include:

• NaviPlan^® software to develop client-friendly, actionable financial plans with integrated custom documents that meet compliance and brand standards
• Client Viewer, providing a complete view into each client
• Contact Manager for a fully integrated contact management system
• Online File Manager for access to all client service documentation
• Portfolio Manager providing turnkey performance calculations

In addition, our Ameriprise Brokerage Platform, powered by Thomson ONE^®1, delivers complete trading capabilities. Overall, you’ll have centralized access to all of the data functions necessary to manage your practice.