Dear Clients,

Part of our commitment to our SOL Capital Family is to offer superior client engagement through top notch technology. We strive to be on the forefront of an ever-changing digital world to provide innovative and efficient solutions to better serve our SOL Capital clients.

It is with those goals of efficiency and excellent service in mind that we are delighted to announce the creation of a new tool to better serve our clients: our all new client portal powered by Blackdiamond!

Our advanced, multi-featured customer platform is going to modernize and simplify how our clients can engage with us. It will offer:

  • Enhanced and streamlined reporting capabilities. Run your own reports whenever you like!
  • Incredibly robust security features, including a multi-factor authentication option.
  • An intuitive, comprehensive user experience, including being Mobile Friendly!

Here at SOL, we are very excited to launch this client portal to assist you in your financial needs! We are confident in the serviceability of our new platform and are sure you are going to find it indispensable.

The legacy portal will continue to be available through the end of 2021. There is nothing you need to do at the moment. We will be contacting you as the year progresses to discuss migration into the new portal.



Introducing SOL Capital Mobile for New Client Portal Users

Once you have configured your password for your username in the new portal you can take advantage of our accessing your financial situation from your mobile devices.

Download iOS    Download Google Play

Interested in getting to the front of the line with early access? We can assist you! Please reach out to us at to coordinate getting started!

We would like to note that all new SOL Reports will post to the new portal once it is in place. If you would like us to transfer your historical reports from the current portal, please reach out to us. We are happy to help.

Please don’t hesitate to contact us with any questions, and we look forward to continuing our digital journey together.

We hope that you all are well and continue to keep yourselves safe.