Our Milestone is Your Milestone

After Reaching $12 Billion AUM1, Technology Costs Covered for Partners

Reaching $12 billion AUM is a testament to our advisors and their dedication to serving more than 31,000 families. To help them continue growing while providing an exceptional client experience, we’re making good on our earlier promise to Carson Partners.

Starting April 1,

Carson will cover the technology costs for all Partners firms
including Salesforce, Egnyte and Smarsh, plus eMoney starting May 1.

Instead of spending time and money on technology, Carson Partners can now, more than ever, focus on what matters.

How Carson Serves You

As a Carson Partner, we simplify your practice and provide support in a multitude of areas to help you grow.

M&A and Succession Planning
Marketing
Coaching
Investments
Technology
Compliance

See Our Tech

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1. $12 Billion in AUM was originally reached on February 17, 2020.