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:
- 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.
- 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.
- 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.
- 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:
- 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.
- 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.
- Build efficiencies and save time: Our eMeeting capability can help you prepare for client and prospect meetings through the Ameriprise CRM System, which automatically gathers data and creates presentations for you - so that you can spend more time focusing on growing your practice.
- 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 client account is fully automated through eForms Manager, 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 stand out from the competition. You can also use our Business Planning tool to position your practice for optimum growth and profitability.