AI Buyer Insights:

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Michelin, an e2open customer evaluated Oracle Transportation Management

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Michelin, an e2open customer evaluated Oracle Transportation Management

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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
Collaboration Collaboration 2021 2021
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.
Customer Experience CRM 2019 2019
Marketing Automation CRM 2016 2016
Tag Management CRM 2019 2019
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
Sol Capital Management Company IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2018 2018
Content Delivery Network IaaS 2018 2018
Sol Capital Management Company CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Identity and Access Management (IAM) CyberSecurity 2023 2023
Secure Email Gateways (SEGs) CyberSecurity 2019 2019
Secure Email Gateways (SEGs) CyberSecurity 2022 2022

IT Decision Makers and Key Stakeholders at Sol Capital Management Company

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Sol Capital Management Company Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Sol Capital Management Company IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Sol Capital Management Company digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Sol Capital Management Company Technographics
Sol Capital Management Company is a Banking and Financial Services organization based in United States, with around 18 employees and annual revenues of $2.0 million.
Sol Capital Management Company operates a diverse technology stack with applications such as Microsoft 365, SS&C Modestspark and SS&C Advent Black Diamond, covering areas like Collaboration, Customer Engagement and Asset and Wealth Management.
Sol Capital Management Company has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft and SS&C Technologies.
Sol Capital Management Company recently adopted applications including Microsoft Entra ID (formerly Azure Active Directory) in 2023, SS&C Advent Black Diamond in 2022 and Opensense in 2022, highlighting its ongoing modernization strategy.
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Our research team continuously updates Sol Capital Management Company’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
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