Technology & Planning Software
for Financial Advisors
Ditch tech overwhelm and embrace a new level of efficiency.
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.
Your Experience
Shared Experience
Client Experience
Your All-Star Financial Advisor Tech Stack
Marketing & Communications
Financial Planning
Operations & Compliance
It’s been a real game-changer for us.
Learn how Justin Haschke and the BMY Wealth team deepened client relationships through Carson CX.
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:
Financial Plan
Financial plan, goals and how they’re progressing.
Balance Sheets
Full balance sheet and a view of all accounts – whether you manage them or not.
Risk Tolerance
Risk tolerance score and other financial planning tools.
Quick Communication
Quick communications with you and a list of what you’re doing to look out for their interests.
Managed Accounts
Risk Profile
Account
Performance
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
Technology Insights
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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