Ameriprise Financial, Inc. announced the national launch of the Ameriprise Signature Wealth Program, a flexible unified managed account (UMA) that enables advisors to seamlessly combine multiple investment options and management methods into one portfolio, unlocking a new level of personalization for clients. The Signature Wealth Program transforms investing processes by allowing advisors to build and customize client portfolios from hundreds of investment choices from leading investment providers, all powered by state-of-the-art integrated technology. The Signature Wealth Program delivers the following benefits to clients and advisors: Increased investment choice.
Clients and advisors have access to 10 top investment providers and more than 85 institutional investment models. The program offers a wide range of product choices and models, including multi-asset, building block, specialty, and single models, as well as hundreds of mutual funds and ETFs. Investment minimums, from $5,000 to $50,000, allow advisors to address client needs more efficiently from the simplest to most complex situations.
Enhanced personalization. The program gives advisors the ability to deliver personalized investment strategies tied to client goals, at scale. Clients also can customize up to 25% of each portfolio further with a handpicked selection of mutual funds and ETFs, held within a client-directed model that is centrally traded and managed as part of the overall portfolio.
Cutting-edge efficiency. Clients may easily hold, track and manage multiple strategies in one portfolio, instead of maintaining separate accounts for different strategies. Advisors benefit from the program?s embedded efficiencies ?
the platform seamlessly combines more than 25 systems ? significantly reducing administrative tasks. For example, advisors can efficiently create custom, compelling investment proposals that are ready to present to clients.
