Our Technology

The Morrow Sodali Platform



A critical differentiator for our services is the Morrow Sodali Platform.  A proprietary cloud-based system that centralizes information from thousands of client engagements, the Platform enables Morrow Sodali teams to interact globally and leverage their collective expertise.  The Platform codifies investor sentiment and identifies patterns in shareholder behavior, helping us counsel clients using a data-driven approach from our track record covering decades of client projects. Annually, we handle more than 900 projects on the platform and reach out to thousands of institutional shareholders who manage more than eighty trillion dollars globally.

The Platform integrates information from proxy solicitation, shareholder engagement, stock surveillance, corporate governance and other unstructured data sources in a single, flexible system, enabling Morrow Sodali to deliver optimal client outcomes.