Work flexibly 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 essential 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. 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 gives you access to a full range of capabilities that help serve your clients and your practice.
How the PracticeTech® platform serves your clients
Safely store statements and documents: Through a secure, personalized website on ameriprise.com, clients can safely store their statements and documents.
Gain greater insight with Total View: Our account aggregation tool allows you and your clients to view their accounts held at Ameriprise — and more than 17,000 U.S.-based financial institutions.
Go mobile with the Ameriprise Financial app: Clients can check total asset values, make transfers between eligible accounts, deposit checks and send secure messages to you — when and where they want.
How the PracticeTech® platform serves your practice
Work on the go: Our Advisor Mobile app allows you to quickly prepare for meetings or respond to phone calls, and its Insights feature proactively identifies outstanding information and service opportunities.
Customize your work style: The Ameriprise Brokerage platform, powered by Thomson ONE®1, provides an array of customizable features to meet your work style and get real-time account activity alerts.
Collaborate virtually: With the integration of Microsoft Office 365 and our Box for Ameriprise system, your documents are secure in the cloud and available whenever you need them.
Provide personalized results: Our Portfolio Manager tool provides comprehensive and compliant investment reporting at the portfolio, account and asset level.
Open new accounts easily: Opening a new account is fully automated, and our streamlined, step-by-step process helps minimize errors and delays.
Grow your practice: Our turnkey marketing tools enable you to engage your network, build a stronger local presence and differentiate yourself from the competition.
“Using technology at Ameriprise to create a terrific client experience is easy. The technology is there.”
Christopher Bentley, MBA, CFP®, CLU®, CRPC®
Ameriprise Financial Advisor
To learn more about the secure, integrated technology at Ameriprise, call us confidentially at 866.806.9984 or contact a recruiting director near you.
1 Thomson ONE is a registered trademark of Thomson Reuters and its affiliates.
Ameriprise Financial cannot guarantee future financial results.
Ameriprise offers two distinct business models to run your practice – the Ameriprise Advisor Group employee platform or Ameriprise Franchise Group franchise platform. Each advisor experience is unique.
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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser.