Modernize Your Business

Move your firm to the cutting edge to easily and quickly show value to your clients. If you’re still stuck in a world of spreadsheets and manual processes, not only are you wasting valuable time, you’re also hurting the client experience.

Deliver a Client Experience Centered on Connection

With the Carson CX, clients can connect multiple accounts – creating the full picture of their balance sheet – and see what is on their task list along with their advisor’s. On the advisor side, we’ve integrated important planning tools and cutting-edge technology to improve the experience, all while branding it to your firm.


Strengthen the Connection Between an Advisor and Client

Multiple Client Accounts Connected in One Technology

Clients Stay Connected Through Mobile Integration

Carson CX Offers

Client Experience

  • Aggregation of managed and external accounts
  • Personalized portal
  • Full balance sheet
  • Real-time goals
  • Planning tools
  • Risk tolerance score
  • Improved advisor communication
  • Live look at advisor’s task list

Advisor Experience

  • Customization to your firm
  • Priority action items
  • Real-time strategy allocation
  • Investment mapping
  • Graphical display
  • Legacy planning details
  • Enterprise-level security
  • Key considerations for each financial plan
  • Client’s priorities

The Tech Stack is on Us

Deliver comprehensive financial planning, no matter how complex your client’s situation.

Salesforce Financial Services Cloud is included in the tech stack, integrating all your client and prospect data into one solution.

We cover Orion’s advisory account charges so that you can create an easy fee solution for your clients.

Grow your firm through email and social media engagement with Smarsh’s archiving solution.

Meet compliance requirements with ease through secure document archiving and retention.

Upload your client’s tax return for easy planning solutions in seconds.

Manage employer sponsored retirement plans for your clients or entire companies through Pontera.

Quickly and easily get paperwork signed through CX and Docusign.

Have text conversations with a compliance-approved text messaging solution.

Easily Prep for

Client Meetings

Through our Gameplan technology, you can produce custom reports and statements in seconds. Gameplan connects through Carson CX, giving you a single point of entry for all client information, saving hours of prep time while preparing for annual client reviews.

Evolve with Technology

What if you never had to update your software or worry about having the latest and greatest tool? You will have a team continually refining and improving the tools to make life easier for you, your team and your clients – and you don’t have to do a thing.
"It's what's drawn me to Carson and it's what has kept me at Carson."

Shelley Funke Frommeyer

Founder and CEO Wealth Advisor at FFR Wealth Team
FFR Wealth Team

Join the Cutting Edge

You don’t need to break the bank to modernize your firm. Carson Partners receive industry-leading technology for their clients and enterprise softwares like MoneyGuide and Salesforce to help with planning and operations.
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