The anxiously awaited results from the 2020 T3/Inside Information Advisor Software Survey have been published and Shareholders Service Group (SSG) is proud to be the highest-rated custodial platform in the survey.

The survey noted SSG’s excellent score not only in the custodian category, but it also compared SSG’s high rating versus the results in the overall survey. The authors of the survey (Joel Bruckenstein and Bob Veres) stated that SSG “achieved the highest ratings in this category, and managed to improve from 8.10 to 8.57 over 2019’s results – achieving one of the top ratings in the entire survey.” The 8.57 rating out of 10 is also a full point above the average custodian rating of 7.47. The 2020 survey contained over 5,100 respondents, representing a solid and broad sampling of advisory firms.

We are thrilled and also humbled that advisors gave us top ranking amongst an expansive and very competitive field of custodians. We owe it all to the advisors we serve, who clearly value all aspects of our open architecture technology approach. Put simply, our goal is to deliver excellent technology combined with excellent support, and we are grateful that advisors recognize our achievement.” – Dan Skiles, President

SSG’s overall technology approach is also leading to more technology companies that want to serve you!  In fact, we already have 20+ technology companies that will be at our conference in late April. Be sure to check-out all the details at


About Shareholders Service Group (SSG)

Shareholders Service Group (SSG) provides brokerage and custodial services exclusively for independent registered investment advisors (RIAs). SSG provides a full range of brokerage and back-office service and support with a robust technology platform, access to a full suite of investment vehicles, and a highly experienced service team that only serves independent RIAs. The company was founded in 2002 and currently serves approximately 1,600 advisory firms throughout the country. The management team began serving independent RIAs in the 1980s.