Technology to Future-Proof Financial Advisors

Ditch tech overwhelm and embrace a new level of efficiency.

Every financial advisor has experienced that shudder of dread when looking at the latest advisor tech map. Overwhelm is an understatement. Carson’s curated financial advisor tech stack features the best in advisor tech. We set you up, maintain it…and it’s all included in the cost of membership.

Best Tech Stack

Industry-leading, award-winning tech providers so you can forget endlessly sourcing new products.

Easy Meeting Prep

Create custom reports and statements in seconds with info that’s already in the system.

Efficient & Streamlined

Every piece works together as it should…without you constantly dealing with integrations.

Deeper Connections

Free up time for the life you love. Join an inspiring community of advisors, and create the impact you always knew you could.

Quick Capable Support

No more dealing with updates and integrations. Carson’s team is responsible for making sure everything always works.

Everything Included

You won’t pay another dime for advisor technology… the software, support, integrations and updates are all on us.

Best Tech Stack

Industry-leading, award-winning tech providers so you can forget endlessly sourcing new products.

Easy Meeting Prep

Create custom reports and statements in seconds with info that’s already in the system.

Efficient & Streamlined

Every piece works together as it should…without you constantly dealing with integrations.

Deeper Connections

Free up time for the life you love. Join an inspiring community of advisors, and create the impact you always knew you could.

Quick Capable Support

No more dealing with updates and integrations. Carson’s team is responsible for making sure everything always works.

Everything Included

You won’t pay another dime for advisor technology… the software, support, integrations and updates are all on us.

Run Efficiently.

Engage Clients.

Build Relationships.

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Your Experience

Simple and streamlined technology platform to run a modern advisory.

Shared Experience

Efficiency, transparency and collaboration to forge deep client connections.

Client Experience

Clear, real-time view of their financial picture and progress.

Your All-Star Financial Advisor Tech Stack

Marketing & Communications

Learn How Carson CX Can Modernize Your Client Experience - Case Study

It’s been a real game-changer for us.

Learn how Justin Haschke and the BMY Wealth team deepened client relationships through Carson CX.

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Carson CX: An elevated digital experience for clients

Your clients have higher expectations of the client experience you provide than ever before. It needs to be easy, convenient and give them what they want now. The award-winning Carson CX platform empowers you to give your clients everything they want in a few taps – and it all integrates perfectly with your advisor technology.

What Your Client Sees

Carson CX provides your clients access to:

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Financial Plan

Financial plan, goals and how they’re progressing.

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Balance Sheets

Full balance sheet and a view of all accounts – whether you manage them or not.

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Risk Tolerance

Risk tolerance score and other financial planning tools.

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Quick Communication

Quick communications with you and a list of what you’re doing to look out for their interests.

Managed Accounts

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Risk Profile

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Performance

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What You See on the Back End

Your clients don’t get to have all the fun. Carson CX has plenty in store for you, including:

  • Customized firm branding
  • Priority action items for you and your client
  • Real-time strategy allocation and investment mapping
  • Key considerations for each financial plan
  • Legacy planning details
  • Enterprise-level security

It's what's drawn me to Carson and it's what has kept me at Carson.

Shelley Funke Frommeyer, CFP®

Shelley Funke Frommeyer, CFP®

Founder, CEO, & Wealth Advisor, FFR Wealth Team

Technology Insights

Power Your Technology and Enhance the Client Experience with Data

Power Your Technology and Enhance the Client Experience with Data

Our Favorite Financial Advisor Tools to Add to Your Tech Stack

Our Favorite Financial Advisor Tools to Add to Your Tech Stack

Eight Common Advisor Technology Pitfalls and How to Avoid Them

Eight Common Advisor Technology Pitfalls and How to Avoid Them

The Growing Advisors Guide to Must-Have Tech

The Growing Advisor's Guide to Must-Have Tech

My team loves the fact that our CRM, performance reporting, and document management platforms are all fully integrated. It’s streamlined everything we do.

Advisors, like Tim Bearden, who prioritize technology and fully integrate it into their practice have a significant strategic advantage in today’s tech savvy marketplace.

Schedule a Demo

What would tapping into Carson’s technology look like for your firm? Schedule a demo today to see how you can drive your firm forward with tech that changes the game for you and your clients.

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