Investing > Best Wealth Management Software
Carson Group, an $11B firm, serves financial advisors and investors through its businesses including Carson Wealth, Carson Coaching and Carson Partners. The family of companies offers coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. Recently, Carson Group created an integrated, seamless client experience tool, named the Carson Client Experience (CX). With the CX, clients can connect multiple accounts displaying a full picture of their balance sheet and see what is on their to-do list along with their advisor’s. On the advisor side, we’ve made it easier to connect with clients, integrating tools and cutting-edge technology to improve the experience.
The single sign-on platform is completely connected, providing transparency in a secure environment for clients. Once inside, clients see a personalized portal, aggregation of managed and external accounts (including bank, home and student loans, credit cards, etc.), risk tolerance score and simplified advisor communication tools. With the click of a button, clients can reach out to an advisor or schedule time with them through a Calendly integration.
Upon initial development, Carson CX focused on the value an advisor brings beyond investment advice and continuing with that mindset; the technology now features real-time goals. In a visually-appealing format, clients can drag and drop their financial priorities, showcasing the top five things they would like to accomplish, which can be “intangible” activities often overlooked in performance reports.
This tool has increased efficiency by 33% as a result of its integrations. It's also driven ROI for Carson Group and its Partner firms alike; today, over $1.1B assets have been created since its inception.
All three of Carson’s organizations are headquartered in Omaha, Nebraska, and share a common mission to be the most trusted for financial advice. For more information, visit www.carsongroup.com.