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Panoramix and SSG Announce Technology Partnership

Fast-growing independent RIA custodian adds innovative performance reporting and billing [...]

By SSG Institutional|September 11th, 2020|Press Release|

Wealthbox CRM and Shareholders Service Group Announce Partnership

PROVIDENCE, R.I., [August 25, 2020] /PRNewswire/ -- Wealthbox, a leading [...]

By SSG Institutional|August 27th, 2020|Press Release|

Shareholders Service Group (SSG) Partners with AdvisorPeak

Shareholders Service Group (SSG) and AdvisorPeak are pleased to announce [...]

By SSG Institutional|May 4th, 2020|Press Release|

Benjamin™ Announces New Relationship with Shareholders Service Group (SSG)

ATLANTA, GA (March 6, 2020) Today Benjamin™ announced a new [...]

By SSG Institutional|March 6th, 2020|Press Release|

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 [...]

By SSG Institutional|March 2nd, 2020|Press Release|

About SSG

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.

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9845 Erma Road, Suite 312
San Diego, CA 92131

Phone: (800) 380.7370 or (858) 530.1031
Fax: (858) 530.1820
Email: info@ssginstitutional.com

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