Blog & News

2020 T3/Inside Information Advisor Software Survey Puts SSG as Top Rated Custodial Platform

The anxiously awaited results from the 2020 T3/Inside Information Advisor Software Survey have been published and Shareholders Service Group (SSG) is proud to be the highest-rated custodial platform in the [...]

Webinar – How to Adapt Your Marketing So You Thrive No Matter What This Year Throws Your Way

Now that the world has primarily turned digital, it is more crucial than ever to make sure your marketing not only matches this but that it empowers you to THRIVE [...]

Wealthbox CRM and Shareholders Service Group Announce Partnership

PROVIDENCE, R.I., [August 25, 2020] /PRNewswire/ -- Wealthbox, a leading CRM technology for financial advisors, today announced a partnership with Shareholders Service Group (SSG) that will make their CRM solution [...]

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