Ameriprise Financial Earns Technology Innovation Award for its PracticeTech® platform

The Bank Insurance and Securities Association (BISA) recognized Ameriprise as a leader in technology innovation at their 2025 annual convention

Ameriprise Financial (NYSE:AMP) today announced it received the Bank Insurance and Securities Association (BISA) Technology Innovation Award for its PracticeTech^® platform, a secure, integrated technology capability that enables financial advisors to effectively and efficiently manage their practices. The PracticeTech^® platform is a suite of capabilities that includes centralized reports, delegation access, turnkey meeting preparation, marketing deliverables and asset management capabilities – designed to enrich client relationships and help practices operate more efficiently.

"At Ameriprise, we consistently invest in and enhance our technology capabilities. We're focused on integrating systems and data and automating manual tasks, so our financial advisors have more time to spend with clients and grow their businesses," said Gerard Smyth, Executive Vice President and Chief Information Officer at Ameriprise. "Our PracticeTech^® platform is a powerful collection of tools and capabilities that are fully integrated and designed with advisors and clients in mind. We're honored to be recognized by BISA as a technology innovator for this platform."

With this award, BISA recognizes firms that are advancing products, services and platforms across the industry through technology innovation. Click here for more on the BISA Technology Innovation Award.

To learn more about Ameriprise's integrated technology capabilities, visit Ameriprise.com/careers/experienced-financial-advisors.

About Ameriprise Financial

At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors¹, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs.

About Ameriprise Financial Institutions Group (AFIG)

With more than 30 years² serving the investment program needs of banks and credit unions, Ameriprise Financial Institutions Group brings a depth of understanding, experience, and knowledge to the financial institutions space – helping deliver value for clients/members while driving revenue for the financial institutions. To find out why financial institutions are partnering with Ameriprise Financial, visit ameriprise.com/afig.

Ameriprise Financial Services has a partnership with this financial institution to provide financial planning services and solutions to clients. The financial institution is not an investment client of Ameriprise but has a revenue sharing relationship with us that creates a conflict of interest.

¹ Ameriprise Financial Q4 2024 Earnings Release.

² Investment Professionals, Inc (IPI) was founded in 1992 and specialized in the on-site delivery of investment programs for financial institutions. Ameriprise Financial, Inc. acquired IPI in 2017, bringing together the years of experience of the two organizations.

The Bank Insurance & Securities Association issued the 2025 BISA Technology Innovation Award to recognize the advancement of the financial services industry's products, services and platforms through technology innovation. The BISA Awards Committee, comprised of members of the BISA Board of Directors, evaluated submissions based on the product/service advancement of the financial services industry. Ameriprise Financial received the 2025 BISA Technology Innovation Award for the PracticeTech^® platform. Ameriprise Financial Institutions Group (Ameriprise Financial) received the 2024 BISA Technology Innovation Award for eMeeting technology. For more information, visit https://www.bisanet.org/page/TechnologyAward.

Ameriprise Financial and BISA are not affiliated.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, 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, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2025 Ameriprise Financial, Inc. All rights reserved.

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Ali Harries, Media Relations

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