All the Technology You Need – Under One Roof

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

Introducing the Sowell Technology Suite

Sowell Management Services is committed to a service model that is second to none. Although SMS is known for its high-touch, “white glove” service teams, technology also plays a critically important role. By integrating the best industry technology – something we call our SMS Technology Suite – we strive to provide advisors with all the latest tools and capabilities to strengthen their practice.

One of the key components to our back office services model is the Sowell Technology Suite. This 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 all solutions under one roof, at a low cost.

As an extension of your office, SMS is dedicated to supporting you and your service requests as quickly as possible. We believe strongly that our business is centered on building long lasting relationships and that one of the best ways to accomplish this is by staying connected. 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 SMS as your outsourced investment manager and back office provider, advisors can embrace the latest technology, allowing you more time to spend on client-facing activities.


What the Sowell Technology Suite Provides

The SMS 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 an all-inclusive technology suite that can help your business get the key areas of back office covered, such as:

Learn More

 For more information, including platform components, pricing, availability, and more, please inquire and we will be happy to provide additional information.