Work when, where and how you want with integrated technology
At Ameriprise Financial, we listen to our advisors and build systems around how they work. We know that reliable, high-performing technology is an essential complement to your relationship with clients to drive growth and increase efficiencies in your practice. That’s why we have invested millions of dollars to enhance our integrated advisor technology --the PracticeTech® platform.
The PracticeTech® platform gives you access to a full range of capabilities, including
- Client engagement tools
- Financial modeling
- Performance analytics
- Full suite of mobile-enabled practice operations
- Smart automation
We designed the platform to work with you, providing an integrated, secure and mobile experience for you and your clients. We’re also committed to continually research and implement new technology so you can stay competitive and meet the changing needs of your practice.
The PracticeTech® platform includes:
- Client engagement
Fully integrated contact management, comprehensive client account access, award-winning advisor websites, the Ameriprise app, social media capabilities, automated client communications and client access to our secure online brokerage platform
- Actionable client insights
Consolidated client data with insights driven by smart automation that can be bundled, contextualized and prioritized for next steps—allowing your team to act on the data to better serve the client
- Financial advice & planning
Advanced financial planning tools, including the Confident Retirement® approach and market research, including NaviPlan®1, that are integrated with client information and feature built-in compliance
- Investment and portfolio management
Ameriprise Brokerage Platform powered by Thomson ONE2 offering comprehensive investment and portfolio management, and equipped with electronic signature and check-scanning, all accessible from your mobile device
- Office technology and support
Specialized, in-house technical support with a new computer every three years, overnight emergency replacement and an optional hardware lease program1
- Mobile practice operations
A full suite of mobile tools, including cloud-based document collaboration so your team can work from anywhere and eFile Delivery to securely share documents with your clients
1 Naviplan® is a registered trademark of Zywave, Inc.
2 Thomson ONE is a registered trademark of Thomson Reuters and its affiliates.
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.