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 SMS 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 SMS Technology Suite – we strive to provide advisors with the latest tools and capabilities to strengthen their practice.

The SMS 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 SMS 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 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 a robust 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.