Used Ameriprise Advisor Mobile for iOS?


Ameriprise Advisor Mobile Analysis

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Not written by CNET Staff.

Ameriprise Advisor Mobile is a free app designed specifically for financial advisors using iPhone devices. It offers a suite of tools that enhances productivity and streamlines the management of client portfolios. Key features include access to real-time market data, client account information, and the ability to securely communicate with clients. The app serves as a mobile extension of the advisor's office, allowing for efficient management of financial tasks on the go.

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The user interface is intuitive, making it easy to navigate through various functionalities. Financial advisors can utilize the app to review investment performance, track client interactions, and manage essential documents. The integration with existing Ameriprise systems ensures that users have seamless access to necessary information, facilitating timely decision-making and client service. Overall, Ameriprise Advisor Mobile is a valuable tool for professionals in the financial advisory field.

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Used Ameriprise Advisor Mobile for iOS?


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Full Specifications

GENERAL
Release
Latest update
Version
1.9
OPERATING SYSTEMS
Platform
iOS
Operating System
iOS 12.1.2
Additional Requirements
Compatible with: ipad2wifi, ipad2wifi, ipad23g, ipad23g, iphone4s, iphone4s, ipadthirdgen, ipadthirdgen, ipadthirdgen4g, ipadthirdgen4g, iphone5, iphone5, ipodtouchfifthgen, ipodtouchfifthgen, ipadfourthgen, ipadfourthgen, ipadfourthgen4g, ipadfourthgen4g, ipadmini, ipadmini, ipadmini4g, ipadmini4g
POPULARITY
Total Downloads
121
Downloads Last Week
0

Report Software

Last Updated


Developer’s Description

Ameriprise Advisor Mobile, exclusively for Ameriprise Financial advisors, provides you with a secure, integrated way to stay up to date with your...
Ameriprise Advisor Mobile, exclusively for Ameriprise Financial advisors, provides you with a secure, integrated way to stay up to date with your clients from your iPhone.Important: Ameriprise Advisor Mobile is for Ameriprise Financial advisor use only and requires a user name and password. Ameriprise clients should download the Ameriprise Financial app available on the App Store.Features: Secure: A user name and password is required for access. Integrated: Tap phone numbers to dial, tap addresses to get directions, tap email to send secure messages. Calendar: Provides multiple calendar views and the ability to add and edit content. Accounts: Access balances, recent transactions and more. Contacts: Provides addresses, phone numbers, profile and related contacts Notes: Add, edit and view contact notes. Tasks: View and manage tasks.Disclosures: For financial advisor use only. Not for use by the general public. Investment products are not federally or FDIC insured, are not guaranteed by any financial institutions, and involve investment risks including possible loss of principal and fluctuation in value. Investment advisory products and services are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, Inc. Member FINRA and SIPC. 2015 Ameriprise Financial, Inc. All rights reserved.

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AI Assisted Content Disclosure

Content created and reviewed by Softonic with information obtained from Ameriprise Financial, using AI.

CNET's editorial team was not involved in the creation of this content. Opinions, analysis and reviews were not provided by CNET.