Shareholders Service Group won the WealthManagement.com Award for Best Technology among Small Custodians for RIAs!
The right technology makes your business more efficient and enhances service to your clients. Our open-architecture approach provides you access to industry-leading technology from SSG as well as third-party providers. You get the best of both worlds.
With SSG, you'll have efficient systems to manage your clients’ accounts and harness powerful operational efficiencies. Technology solutions include:
Manage accounts on mobile devices
Trade using mobile apps
View information at an individual- and global-account level
Trade on an individual- or global-account basis
Execute orders across all client accounts
Manage multiple clients or groups using our Model Portfolio processing
Access account profiles, balances, holdings, history, and open orders
Access fixed-income inventory
Quotes, news services with detailed trading information, performance charts, and other securities data
Web-based client reporting services, such as Black Diamond and Albridge Wealth Reporting
Cost basis, gain/loss reports and performance reports
Online account access for clients
Online account forms, many integrated witth Laser App