Carson Group said Monday that it has expanded its advisor-centric artificial intelligence platform, Steve, with the launch of Client Intelligence, a new capability that gives advisors instant visibility into what is happening within a client household.
Built into Steve, Client Intelligence allows advisors to ask conversational questions about a specific household and receive information summarized from across Carson's integrated data ecosystem, including both proprietary data and connected vendor systems.
"AI adoption across wealth management is accelerating, but much of the industry conversation still blends what is available today with what sits on a future roadmap. Our focus at Carson is much more practical," Dani Fava, Carson's chief strategy officer, said in a statement.
"We are embedding intelligence directly into the workflows advisors use every day in ways that immediately expand advisor capacity. Client Intelligence builds on our data ecosystem and Steve AI to help advisors quickly surface the client context they need so they can spend less time searching for information and more time focused on client relationships," Fava added.
Client Intelligence can help advisors prepare for meetings, review recent activity, confirm beneficiary details and understand broader household context, including information to support tax-related client conversations, the firm said.
The capability is supported by Carson's partnership with Amazon Web Services, which provides the cloud infrastructure and AI capabilities that allow the firm to securely organize and activate proprietary data across its platform.
In 2025, Carson advisors who used AI capabilities had an 18% increase in capacity, according to the firm.
"Our goal is simple: remove anything from an advisor's plate that does not deepen a client relationship," Fava said. "When advisors spend less time searching for information or navigating systems, they can spend more time delivering advice and building stronger relationships with the families they serve."
Carson Group manages over $57 billion in assets and serves more than 60,000 client families through its advisory network of roughly 165 partner offices, including more than 50 Carson Wealth locations.
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