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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