Shareholders Service Group won the 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

SSG is a Great Partner

Teamwork is critical to delivering the best decisions and most valuable client service. It is great to have a partner like SSG helping my firm with achieving these objectives.

Sheryl Rowling

Ready for Excellent Support with Personalized Attention from Your Custodian?

Contact Us Today