Upcoming

Events

Our events are the closest thing to being a Carson Partner and a great opportunity to see if we’re the right fit for you. We’re on the road year-round meeting amazing advisors who want to provide incredible experiences for their clients and prospects.

We also offer hands-on, interactive webinars about topics that meet you right where you are today – no travel necessary. Both give you the chance to see how we think, experience our technology and get your questions answered. We’re looking forward to seeing you soon!

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Excell Conference

Excell 2020: Las Vegas

May 26 - May 28
We are headed to The Cosmopolitan in Las Vegas! Experience the flagship conference for growth-minded advisors across the country. From RIAs to IBDs, solo practices to billion-dollar firms, and planners…
Learn More!
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We could help you shave hours off your work week.

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Wish Your Clients Bragged About Your Tech?

Our new CX is leaving clients speechless

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