Ameriprise Financial
Get financial planning advice and retirement investment advice from Ameriprise financial advisors at ameriprise.com. Ameriprise Financial is a diversified financial services company offering comprehensive financial planning, wealth management, retirement planning, investment management, insurance, and annuities through a nationwide network of financial advisors.
APIs
Ameriprise Financial Website
Ameriprise Financial is a diversified financial services company providing financial planning, products, and services including wealth management, asset management, insurance, a...
Features
Comprehensive goal-based financial planning services covering all life stages with personalized advice from certified financial advisors.
Customized investment strategies and portfolio management tailored to individual financial goals and risk tolerance.
Holistic retirement planning including 401(k), IRA, Roth IRA, Social Security optimization, income planning, and withdrawal strategies.
Life insurance, disability insurance, long-term care insurance, and annuities to protect financial security.
Variable annuities, fixed annuities, and indexed annuities for guaranteed retirement income streams.
Actively managed and passively managed investment portfolios including mutual funds, ETFs, and separately managed accounts.
Secure online and mobile account management tools rated 4.8/5 stars, enabling collaboration with advisors anytime, anywhere.
College savings planning through 529 plans and other education funding strategies.
Tax-efficient investment strategies integrated with overall financial planning to minimize tax liability.
Legacy planning services to help clients transfer wealth efficiently to future generations.
Use Cases
Plan sustainable retirement income from investments, Social Security, annuities, and other sources to last throughout retirement.
Save and invest for education expenses using 529 plans and other tax-advantaged accounts.
Build long-term wealth through diversified investment portfolios managed by professional advisors.
Protect family and assets with appropriate life, disability, and long-term care insurance coverage.
Structure assets and beneficiary designations to efficiently transfer wealth to heirs and charitable causes.
Implement tax-efficient investment strategies including tax-loss harvesting, asset location, and Roth conversions.
Integrations
Third-party account aggregation through Plaid enables external financial apps to access Ameriprise account data with client consent.
Integration with Ameriprise's nationwide network of over 10,000 financial advisors for personalized planning services.