Business Transition Services
When you’re ready to make the move to SSG, let our Business Transition Services do the heavy lifting for you.
Working with hundreds of independent RIAs has given our team the expertise, infrastructure and technology to get you up and running quickly with SSG.
Access our Business Transition Services and we provide:
- Signature-ready client documents delivered to you or your clients
- Analysis of your current holdings, account registrations and account features
- Transition project management with on-going transfer tracking
- Training on SSG systems, forms and services
Used SSG for Over 10 Years!
My firm has had the pleasure of working with SSG for over 10 years. Even with our tremendous growth and theirs too….one thing has never changed…..and that is SSG providing the best support for my firm and our clients.
Don Tharp