Robust Technology Solutions – All Under One Roof

Salesforce CRM & Integration
Client & Advisor Portal
Custodial Data Aggregation
Billing & Performance Reporting
Secure Document Sharing & Storage
Email Hosting & Archiving

Introducing the Sowell Technology Suite

Although Sowell Management is known for its high-touch, “white glove” service teams, technology also plays a critically important role. By integrating some of the best industry technology – something we call our SM Technology Suite – we strive to provide advisors with the latest tools and capabilities to strengthen their practice.

The SM Technology Suite is a technology platform designed to deliver advisors the full gamut of back office technology critical to running business smoothly, allowing room for sustainable, traceable growth. The Sowell Technology Suite 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 Technology Suite to have multiple solutions under one roof, at a low cost.

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.


What the Sowell Technology Suite Provides

The Sowell Management Technology Suite includes an array of products that cover portfolio modeling and rebalancing, cashiering, CRM, custodial data aggregation, billing and reporting, client and advisor portal access, integrated document sharing, and more. These products combine to offer a robust technology suite that can help your business get the key areas of back office covered, such as:

Salesforce is a customer relationship management (CRM) platform. Easily log, manage, and analyze all customer activity in one place with their suite of web-based CRM software. Constantly monitor everything from sales leads to support tickets, and from channel marketing to website analytics.

SharePoint is a web-based collaborative platform that integrates with Microsoft Office.
It is highly configurable and is primarily used as a document management and storage system.


Manage your client’s complete wealth picture with Black Diamond’s purposeful suite of tools and instant report downloads. Connect seamlessly with clients through dynamic, secure, highly-engaging communication tools, including client portal, vault, presentation builder, and on-the-go access. Streamlined workflows and flexible user experiences allow everyone in the office work more efficiently.

Riskalyze is transforming the industry by allowing advisors to capture a quantitative measurement of client risk tolerance and use that data to win new clients, capture and meet expectations, and quantify suitability. It is a proven example of cutting edge technology that identifies your client’s acceptable levels of risk and reward and helps provide a new level of service to all your clients.

Learn More

 For more information on all of our fully-integrated technologies, including platform components, pricing, availability, and more, please inquire and we will be happy to provide additional information.