Business Transition Unit
When you’re ready to make the move to SSG, let our Business Transition Unit 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 Unit and we provide:
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Signature-ready client documents delivered to you or your clients
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Analysis of your current holdings, account registrations and account features
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Transition project management with on-going transfer tracking
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Training on SSG systems, forms and services
