YCharts reposted this
Carson's tech stack is nimble. Quickly adding best-in-market technology is what RIA firms of the future need to be great at. The pace of innovation demands it. Welcome to the ecosystem, YCharts. We're so excited to have you on board.
📣 The news is out: YCharts is now the go-to platform for Carson Group’s advisor network🚀 We couldn’t be more proud to partner with Carson and equip their advisors with the tools they need to spend less time on routine tasks and more time on what truly matters—strengthening client relationships, winning new business, and driving AUM. Dani Fava, Chief Strategy Officer at Carson Group, shared: “We are thrilled to partner with YCharts to provide our advisor network with the best investment research and proposal tools available.” Discover how our platform helps advisors excel: https://hubs.la/Q02PK_ts0
The Mitlin Financial, Inc® is overJOYed by this news! Thank you
CEO, InvestorCOM Inc.
1moHi Dani - do you have a strong Rollover app integrated into your tech stack and if not, we should connect on this. Our clients are seeing 30%+ organic growth by leveraging RolloverAnalyzer. Thanks and have a great weekend,