Carson

Highlights

Aviture partnered with Carson Group to modernize their digital client experience and unlock the value of enterprise financial insights. By combining cloud architecture, data engineering, and user-centered design, the teams developed a unified client dashboard and supporting data platform that improved engagement for both advisors and clients.

The platform exceeded adoption expectations shortly after launch and established a scalable foundation for continued innovation across Carson’s technology ecosystem.

Impact

The partnership enabled Carson Group to deliver a more modern and accessible client experience while improving operational efficiency and data utilization across the organization. With better visibility into client data and financial insights, advisors can proactively identify opportunities, provide more personalized guidance, and serve more clients effectively.

The platform also positioned Carson for long-term scalability by organizing enterprise data and establishing a technology roadmap for continued innovation.

Key Outcomes

• 50–75% platform adoption within the first two weeks, compared to 10–13% on the previous platform
• Contributed to securing a $68M client account through an improved digital client experience
• Enabled predictive insights for advisors, supporting more proactive, personalized client guidance

Challenge

Carson Group needed to modernize its digital experience and better leverage the large volume of financial data generated across its systems. Existing platforms presented information in fragmented ways, making it difficult for advisors and clients to quickly understand financial performance and planning insights.

At the same time, Carson wanted to engage a broader demographic of investors while enabling advisors to manage more clients without sacrificing service quality. Achieving this required unifying data sources, improving the user experience, and building a scalable technology foundation to support continued growth.

Approach

Aviture began the engagement by collaborating closely with Carson stakeholders to understand how advisors and clients interacted with financial data and planning tools. Through discovery workshops, user interviews, and workflow analysis, the teams identified opportunities to better organize enterprise data and design a more intuitive digital experience.

Based on these insights, Aviture rapidly developed a new client-facing application supported by a centralized data platform. The solution unified information from multiple systems and presented it through clear visualizations, enabling users with varying levels of financial expertise to quickly interpret complex financial information.

As the platform evolved, Aviture worked with Carson to expand its capabilities. This included automating client onboarding workflows, developing tools for building personalized financial plans, and creating features that track progress toward long-term financial goals. In parallel, the teams established a strategic architecture roadmap to align Carson’s technology investments with its long-term business objectives.

The platform was built on scalable cloud infrastructure and supported by agile development practices, enabling Carson to continuously deliver new capabilities as advisor and client needs evolved.