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The fintech industry is rapidly evolving, with a greater demand for automation and self-service that doesn’t compromise data security.
Data engineering, forecasting, and risk analysis tools developed by Aviture to support your unique advisory and planning needs can ensure you and your customers have the right information at the right time to inform investment decisions and support underwriting. Integrated platform solutions and UX design make the experience seamless, secure, and intuitive.
With an older generation settling into retirement and younger generations less interested in wealth management, Carson Group needed a way to scale operations so advisors could manage a greater number of clients at the same level of care. Aviture organized and inventoried data, developed persona-specific tools, and implemented automated business processes that make this possible for Carson clients today and in future generations.