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: