Ameriprise Financial Launches Flexible Unified Wealth Platform

Ameriprise Financial has launched the Ameriprise® Signature Wealth Program, a flexible unified managed account (UMA) designed to enhance investment personalization and advisor efficiency by combining multiple investment options and management methods into a single portfolio. The program provides access to ten top investment providers and more than 85 institutional investment models, including multi-asset, specialty, building block, and single models, alongside hundreds of mutual funds and ETFs, with investment minimums starting from $5,000. Advisors can customize up to 25% of each portfolio with selected mutual funds and ETFs, allowing bespoke strategies aligned with client objectives. The platform integrates over 25 systems to reduce administrative tasks, enabling advisors to focus more on client relationships and practice growth. Ameriprise emphasizes the program's intuitive design and institutional-quality portfolio creation, aiming to attract a broader client base and deepen existing relationships. The initiative reflects Ameriprise's commitment to innovation in wealth management, offering a competitive advisory platform that meets the evolving needs of clients and advisors.