Ameriprise Financial has secured the 2026 Technology Innovation Award from the Bank Insurance & Securities Association (BISA) for its Ameriprise Signature Wealth Program. The recognition, announced at BISA's 2026 annual convention, highlights the firm's unified managed account (UMA) platform that enables advisors to seamlessly integrate multiple investment options and management methods into a single portfolio. This marks the third consecutive year Ameriprise has been acknowledged by BISA as a leader in technology innovation.

The Signature Wealth Program is designed to transform investing processes by allowing advisors to build and customize client portfolios from hundreds of investment choices provided by leading investment firms. The platform utilizes integrated technology to support customization and scale, aiming to improve efficiency by streamlining administrative and operational tasks. By bringing investment options, advice tools, and workflows into one system, the program seeks to provide advisors with greater flexibility and the ability to complete tasks simultaneously.

Gerard Smyth, Executive Vice President, Head of Technology, Service and Operations at Ameriprise, emphasized the program's modern approach to the advisory business. He stated that the advanced, fully integrated technology helps free up valuable time for advisors to deepen client relationships and deliver a premium experience. Matt Huss, Executive Vice President of Wealth Management Products and Solutions, noted that the platform enables advisors to create custom, institutional-quality portfolios across their entire book of business while delivering a personalized experience for clients.

Recent BISA Recognition

Ameriprise Financial has a history of recognition from BISA for various technological advancements. The association evaluates submissions based on product and service advancement within the financial services industry.

The 2026 award specifically recognizes the technology features of the Ameriprise Signature Wealth Program rather than the quality of advisory services provided to clients. Ameriprise did not pay a fee to be evaluated for the award or to publicly cite the results. Ameriprise Financial and BISA are not affiliated entities.