Using PreciseFP to Fill and E-Sign SSG/Pershing Forms
We invite you to view this short video so you can quickly and easily learn how to use PreciseFP with clients to fill SSG/Pershing forms. [...]
Silver’s Advisor Harmony Pilot Program to Provide Open Digital Wealth Platform for Shareholders Service Group (SSG)
NEW YORK, October 28, 2019 (Newswire) -Silver Wealth Technologies, a leading provider of digital wealth management solutions, today announced an exclusive pilot program of its [...]
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 [...]
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 [...]
Shareholders Service Group (SSG) and Russell Investments announce partnership to deliver practice management expertise to RIAs
~ Russell Investments to be National Sponsor at the SSG Conference for RIAs and Partner on Monthly Best Practices Sessions December 3, 2018. San Diego, [...]
SSG Conference- The annual SSG Conference is a must attend event.
View the details at www.ssgconference.com.
Shareholders Service Group (SSG) is on YouTube!
Check out the latest SSG videos on our YouTube Channel! Explore SSG's YouTube Channel Here
Don’t Pay The Ransom- Dan Skiles Column in the September Issue of IA Magazine
Be sure to read Dan Skiles latest column in the September Issue of Investment Advisor Magazine. You can access the column by clicking on the [...]
Wealthminder – Attend Our Webinar on Tuesday, 9/22 at 1:15 pm PDT
Introducing Wealthminder, a cost-effective practice management and client communication tool. Wealthminder helps you create plans, deliver advice and track progress more effectively and efficiently. Core [...]
Why SSG?
Shareholders Service Group (SSG) specializes in meeting the unique investment and technology needs of independent investment advisors and their clients. Formed in 2002, SSG offers [...]