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Integrated technology helps you build stronger client relationships

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 regularly invest in and enhance our integrated advisor technology — the PracticeTech® platform.

While we provide these advanced tools, we also give you the flexibility to implement them in a way that makes sense for you, your clients and your practice. We’re committed to helping you feel confident that you have the technology you need to build the practice you want.

How the PracticeTech® platform serves your clients

  1. Enhanced access to data: Ameriprise clients can access extensive data about their holdings and accounts. They can also explore options – aligned with their goals – to better understand their total financial picture, ask better questions and appreciate the value you provide as their advisor.

  2. Safely store statements and documents: Through a secure, personalized website on ameriprise.com, clients can safely store their statements and documents.

  3. Gain greater insighht 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. 

  4. Go mobile with the Ameriprise Financial app: Clients can check total asset values, assess their progress toward their goals, 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

  1. 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.

  2. 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.

  3. Collaborate virtually: With our cloud-based document workspace, you can work anywhere, collaborate with your staff and edit documents in real time as a team..

  4. Provide personalized results: Our Portfolio Manager tool provides comprehensive and compliant investment reporting at the portfolio, account and asset level.

  5. Open new accounts easily: Opening a new account is fully automated, and our streamlined, step-by-step process helps minimize errors and delays.

  6. Grow your practice: Our turnkey marketing tools enable you to engage your network, build a stronger local presence and differentiate yourself from the competition.

“Ameriprise listens to me as an advisor – they want to know how they can improve technology in my practice. Then they put these integrated tools at my fingertips so I can focus on what I love – spending time with my clients.”

Amy L Smith, CRPC®
Private Wealth Advisor

Novi, MI

 

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 offers several distinct business models to run your practice – the Ameriprise Advisor Group employee platform, or Ameriprise Franchise Group franchise platform or Ameriprise Financial Institutions Group bank relationship platform. Each advisor experience is unique.  

Ameriprise Financial cannot guarantee future financial results.

Some tech support is provided to franchise advisors for a fee.

Support may vary for Ameriprise Advisor Group, Ameriprise Franchise Group and Ameriprise Financial Institution 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.