Mid-size Banks • We understand what mid-sizebrokerage firms are looking for in terms of a an economically viable and cost efficient solution to creating a fully integrated platform aligning multiple sources of information in a secure and interactive virtual setting for clients and advisors
Wealth Director - Mid-size Brokerage Firms
Wealth Director lends itself to what mid-size brokerage firms are looking for
To mitigate company risk by having a standardized approach to financial planning, portfolio methodology and the ability to exercise automated compliance.
To help advisors create a consistent client/brand experience irrespective of the advisors location.
To create an easily modified and repeatable client service model focused on aligning a clients portfolios to their financial plan/goals.
To create a business/franchise financial planning services model that will become a competitive advantage in the market place and can be used to recruit experienced top performing advisors to join Ameriprise.
To mitigate company risk by having a standardized approach to financial planning, portfolio methodology and the ability to exercise automated compliance.
