When you work with SSG, you gain access to a team of operational and client service professionals who only work with independent RIAs. Our teams know the ins and outs of what it takes to provide world-class, customized service to RIAs so that you can stay focused on the growth of your firm.
Our dedicated service teams pride themselves on delivering responsive, excellent service and are known for going the extra mile to ensure your needs are met.
Whether you are an established advisory firm or are just getting started, our Business Transition Unit will prepare signature-ready client documents for you, so that you can keep track of account transfers from beginning to end using our online systems, making the transition to SSG a smooth and easy process.
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 capabilities include financial planning, automated portfolio review technology and t...