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PracticeTech® Platform

Gerard Smyth

Chief Information Officer

Technology

PracticeTech® Platform

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Integrated technology helps you enrich client relationships

At Ameriprise Financial, we listen to our advisors and build systems around how they work. We know that reliable, best-in-class technology is essential to drive growth and increase efficiencies in your practice. That’s why we continue to invest in and enhance our integrated advisor technology — the PracticeTech® platform.

While we provide these premium 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 thrive – and deliver the experience your clients want.

How the PracticeTech® platform serves your clients:

  1. Access enhanced data: Ameriprise clients can easily access their account information and our objective research whenever they want so that they can evaluate their progress toward their goals, ask better questions and realize the value you provide.
  2. Store statements and documents safely: Through a secure, personalized website on ameriprise.com, clients can initiate online transactions and safely store their statements and documents.
  3. Gain greater insight with Total View: Our account aggregation tool allows you and your clients to seamlessly view all of their accounts held at Ameriprise and more than 18,000 U.S.-based financial institutions – all in one complete picture.
  4. Go mobile with the Ameriprise Financial app: Clients can check total asset values, assess their goal-progress, make transfers between eligible accounts, deposit checks and send secure messages to you — when and where they want. Plus, they can review and sign documents electronically in a secure, online environment.

How the PracticeTech® platform serves you:

  1. Work on the go: Our Advisor Mobile app allows you to efficiently prepare for meetings or respond to phone calls, and its Insights feature proactively identifies outstanding information and service opportunities. With our electronic signature and mobile deposit capabilities, you can stay on task no matter where you are.
  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. Provide personalized results: Our Portfolio Manager tool provides comprehensive and compliant investment reporting at the portfolio, account and asset level.
  4. Open new accounts easily: Opening a new client account is fully automated through eForms Manager, and our streamlined, step-by-step process helps minimize errors and delays.
  5. Grow your practice: Our turnkey marketing tools enable you to engage your network, build a stronger local presence and stand out from the competition. You can also use our Business Planning tool to position your practice for optimum growth and profitability.

“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

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. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.