Rockville, MD, 20850,
United States
Sol Capital Management Company Technographics
Sol Capital Management Company Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Sol Capital Management Company and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 18 Sol Capital Management Company employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Sol Capital Management Company has purchased the following applications: Microsoft 365 for Collaboration in 2019, SS&C Modestspark for Customer Engagement in 2018, SS&C Advent Black Diamond for Asset and Wealth Management in 2022 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Sol Capital Management Company is running and its propensity to invest more and deepen its relationship with Microsoft , CodeTwo , SS&C Technologies or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Sol Capital Management Company revenues, which have grown to $2.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Sol Capital Management Company intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Sol Capital Management Company Tech Stack and Enterprise Applications
Sol Capital Management Company Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
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Collaboration | Collaboration |
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2021 | 2021 |
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Sol Capital Management Company CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SS&C Technologies | Legacy | SS&C Modestspark | Customer Engagement | CRM | n/a | 2018 | 2018 |
In 2018, Sol Capital Management Company implemented SS&C ModestSpark as a Customer Engagement application to provide a client access portal and document vault. SS&C ModestSpark is used to deliver client reporting and document retrieval for wealthy and high net worth clients through the firm portal login.
The deployment is manifested as a ModestSpark-powered client access portal accessible via the firm URL, supporting authenticated client sessions, portfolio report viewing, and secure document retrieval. Functional capabilities implemented align with Customer Engagement workflows, including a document vault, client reporting presentation, and advisor-facing portal components referenced in SS&C product materials.
Operational scope centers on client-facing wealth management functions in the United States, connecting portfolio reporting workflows with controlled document distribution. Governance emphasizes client access controls and document retention and retrieval workflows, and SS&C ModestSpark is described in product materials as integrating with advisor portals and reporting workflows, modernizing client engagement in the United States.
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Customer Experience | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Tag Management | CRM |
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2019 | 2019 |
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Sol Capital Management Company Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SS&C Technologies | Legacy | SS&C Advent Black Diamond | Asset and Wealth Management | Investment Management | n/a | 2022 | 2022 |
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Sol Capital Management Company IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Sol Capital Management Company CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Identity and Access Management (IAM) | CyberSecurity |
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2023 | 2023 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2019 | 2019 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at Sol Capital Management Company
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Sol Capital Management Company Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||