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

Provides Top-Notch Support

From start-up to crossing the $200 million mark, SSG has been there for my clients and my firm. SSG has been assisting my firm in everything we do to provide top-notch support to our clients. In fact, SSG even presented at one of our client events and it was a big success!

David J. O’Brien

Ready for Excellent Support with Personalized Attention from Your Custodian?

Contact Us Today