The right technology makes your business more efficient and allows you to enhance your service to your clients.

With SSG you'll have efficient systems to manage your clients’ accounts and harness powerful operational efficiencies in your practice. Technology services include:

• Online trading in mutual funds, equities (including ETFs), fixed income, options, UITs
• Trade on an individual or global account basis
• Order Blasting--execute orders across all client accounts
• Manage multiple clients or groups using our Model Portfolio processing
• Rebalance across all accounts or groups
• Access account profiles, balances, holdings, history, and open orders
• Access fixed income inventory
• Quotes, news services with detailed trading information,performance charts, and other
  relevant market and other securities data
• Access web-based client reporting services such as Investigo or Albridge Wealth Reporting
• Cost basis, gain/loss reports and performance reports available
• Online account access for clients  to view their account information
• Online access to account forms, many available on LASER APP and QuikForms.