Technology
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 with Laser App
RIA that Opened a New Firm
I am very pleased that I found SSG when I was selecting a custodian. Even when my practice was newly established and I was just beginning to build my AUM, the staff at SSG gave me very personalized service and attention. As my practice has grown and the custody services have become more complex, I’ve found that the superb service is matched by the depth of expertise. The hallmark of the service that SSG provides is that SSG actually cares about helping us as advisors succeed in providing great service to our clients.