THERE FOR THE TECHNOLOGY
THERE FOR THE RELATIONSHIP

Technology Solutions

Billing and Performance Dashboard Reporting
E-signature solution
CRM Salesforce
Custodial data aggregation platform
Secure online document storage
Risk profiling platform (optional)
Portfolio reporting tool (client and advisor portal needed)
Host advisor's email

Technology Solutions

Billing and Performance Dashboard Reporting
E-signature solution
CRM Salesforce
Custodial data aggregation platform
Secure online document storage
Risk profiling platform (optional)
Portfolio reporting tool (client and advisor portal needed)
Host advisor's email

End-to-end tech to strengthen your business

Sowell realizes technology is the backbone of your business and we’re invested end to end. Our technology stack is a robust, seamless, integrated platform backed by exceptional customer service and support. We make the technology investments, continually review fin-tech advances and provide tech support and training to help you get the most out of the latest and greatest offerings.

We connect you with the industry-leading technology and, equally important, a team of experts who help build and strengthen your business. Powered by superior back-office support critical to smoothly running a business empowers you to spend the time where it is most valuable — on building client relationships.

By centralizing data and tapping into a robust, secure platform, advisors are better able to manage their practice, alleviate client fears and improve client satisfaction.

The Sowell Technology Ecosystem encompasses solutions to critical areas of business that would normally require multiple agreements with outside companies, which can get expensive quickly. We have designed our Tech Ecosystem to have multiple solutions under one roof, at a low cost.

We have an experienced team of Technology & Data Support Specialists who provide an array of services including:
• Providing 1:1 training and ongoing support to customize your learning
• Full-service IT Helpdesk: M-F, 7 a.m.-4 p.m. CT
• Data monitoring and integration with daily downloads to applications
• Data downloaded daily to PMS, CRM, and other technology systems as available
• Custodial data downloaded and reconciled daily



Our integrated technology suite provides multiple ways to connect, allowing advisors to make requests by phone, email, or via our state-of-the-art online portal. Through your portal, you can track outstanding requests, know who is handling them, and receive/deliver sensitive documents in a secure environment.

The bottom line is by utilizing Sowell Management as your technology partner, advisors can embrace the latest technology, allowing you more time to spend on client-facing activities.

TECHNOLOGY ASSESSMENT

We assess your technology needs to create a customized solution. We share options, introduce you to vendors and guide the decision-making process.

OPTIMIZE TECHNOLOGY

Jumpstart your learning curve with one-on-one screen share training. You learn all the quick-win tech functionality you need to skyrocket your productivity.

BEST PRACTICES

Define best practices for your firm and build workflows directly into your CRM. Workflows of repeatable processes foster accountability and improve efficiency. 

Meet Our Data and Technology Team

Headshot of Thomas Knight

Thomas Knight, CFP®️

MANAGING DIRECTOR OF TECHNOLOGY & DATA

Neil Jones

Neil Jones

DATA AND TECHNOLOGY ADMINISTRATOR

Zach Borromeo

Zack Borromeo

DATA ANALYST

Contact us

Download the Journey Roadmap

Download the Journey Roadmap