We invite you to view this short video so you can quickly and easily learn how to use PreciseFP with clients to fill SSG/Pershing forms. It’s only 10 minutes long but you’ll learn how to save considerably more time than that!
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About the Author: SSG Institutional
SSG provides high-quality, dedicated services for independent registered investment advisors. We work exclusively with independent RIAs across the nation serving affluent clients. Our management team has a proven track record of building and managing brokerage and custodial platforms renowned for customer service.