Boston, July 1, 2021 – The Ameriprise Advisor Center offers digital personal financial management and goals-based planning capabilities as well as access to 170 financial advisors. It was designed to address prospects’ and clients’ need for strong digital financial management and planning capabilities as well as financial advisor-delivered service. The new digital platform also helps advisors prepare for client meetings and save time engaging prospects.

Aite Group’s Impact Innovation Awards are designed to recognize and celebrate innovation achieved by financial institutions leveraging technology to surpass the status quo. Award recipients are leading the industry by identifying and implementing new products, capabilities, or levels of automation and effectiveness that are bringing our industry one step closer to next-generation banking.

Clients of Aite Group’s Wealth Management service can download this eight-page Impact Brief. To learn more about the topic covered in this Impact Brief, please contact us at [email protected].

This report mentions Ameriprise Financial and InvestCloud.