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An Independent Advisor Technology System Built to Scale

With limited resources and the hundreds of technology tools on the market, most independent advisors are forced to choose between implementing technology tools to either increase efficiency, maximize productivity, or improve client experience. The technology tools Carson Group Partners use does all three. It is a 100% cloud-based system that provides data aggregation across multiple custodians. As a centralized access point for all client information, advisors can prepare documents for annual client reviews in less than 60 seconds, saving hours of prep time. Customized performance reports and billing statements further enhance the client experience and simplify operations.


Using the CEO system, one Partner has experienced an 84% increase in productivity across the entire operations team.


Our proprietary system, the Client Experience Optimizer (or CEO system) provides many benefits for advisors:

  • Manage the entire client relationship–from initial lead, to prospect, to client–through one integrated system
  • Schedule appointments with less lead time, because reports and documents can be prepared quickly
  • Annual review documents are available on-demand, so operations teams spend less time preparing for meetings
  • Data aggregation across all accounts allows you to holistically manage client portfolios
  • Real-time account performance, billing and customized statements available to advisors and clients via online portal
  • Anytime, anywhere access to full suite of resources, tools and account support via iPad app and online advisor portal
  • Continuous improvement and enhancements to functionality of CEO system, including dashboards, reports, data fields, or workflows.
  • 100% cloud-based allows paperless office & storage
  • Defined, proven workflows provide repeatable, consistent processes that are easily visible and tracked

Our cloud-based technology tools allow advisors the flexibility to work from anywhere and clients to access account information on their terms.

Advisor Portal

The advisor portal allows full access to investment research, strategy info, and our other tools from anywhere – online, iPad, iPhone or any mobile device. Portal includes:

  • Investment Committee daily meetings
  • Investment research
  • Trade notifications
  • Strategy performance
  • Partner communications
  • Wealth Planning tools

Client Portal

The client portal allows transparency and consistency for clients and advisors. Clients are able to access their accounts and review their portfolio from anywhere – online, iPad, iPhone or any mobile device. Portal includes:

  • Aggregated account info
  • Holdings detail
  • Strategy performance
  • Trade notifications