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PracticeTech®

Nam Tran, BFA™ 

Financial Advisor

PracticeTech®

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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 PracticeTech® 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
1 Thomson ONE is a registered trademark of Thomson Reuters and its affiliates.
The Confident Retirement approach is not a guarantee of future financial results.
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.