Skip to main content

User-friendly, reliable technology

The relationships you develop with clients will be the heart of your practice as an Ameriprise advisor. That's why we've invested heavily in technology designed to support an exceptional client experience. With our PracticeTechSM platform, it's easy to open new accounts, access the latest product research and build client connections — all from your desktop or mobile devices. Plus, you can provide timely information and advice in the way your clients want to receive it — mobile, online or face-to-face.

Technology that makes you more effective

Our systems can help you deliver a first-rate client experience and enhance efficiencies throughout your practice with resources such as:

  • Client prospecting and engagement tools, including a robust contact manager and personalized advisor website
  • New business set-up tool equipped with electronic signature and check scanning capabilities
  • The Ameriprise Brokerage Platform, powered by Thomson ONE®1, so you can trade, move money and conduct investment research quickly and conveniently
  • Access to advice and solutions, including financial planning resources and the Confident Retirement® approach
  • Practice performance assistance, such as file management and sharing, plus mobile access when you're away from the office

Thomson ONE is a registered trademark of Thomson Reuters and its affiliates.