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Recent SSG News

Shareholders Service Group (SSG) and Blueleaf announce partnership to deliver automated reporting and communication platform to RIAs
June 24, 2019. San Diego, CA and Boston, MA - Shareholders Service Group (SSG) and Blueleaf announce a new strategic partnership that will provide Blueleaf’s proprietary product access, special pricing and exclusive practice management consulting to the 1,600 Independent RIAs that use the brokerage ...
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Shareholders Service Group and Portfolio Pathway announce a new partnership to deliver cloud-based portfolio reporting suite
February 12, 2019. San Diego, CA and Chicago, IL - Shareholders Service Group (SSG) and Portfolio Pathway announce a new partnership that will provide advisors that use the brokerage and custodial services of SSG access to a robust wealth management technology platform and support. As part of this a...
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About SSG

About Shareholders Service Group

Shareholders Service Group (SSG), www.ssginstitutional.com, provides brokerage and custodial services exclusively for independent registered investment advisors (RIAs).

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