Business Transition Services
When you’re ready to make the move to SSG, let our Business Transition Services do the heavy lifting for you.
Working with hundreds of independent RIAs has given our team the expertise, infrastructure and technology to get you up and running quickly with SSG.
Access our Business Transition Services and we provide:
- Signature-ready client documents delivered to you or your clients
- Analysis of your current holdings, account registrations and account features
- Transition project management with on-going transfer tracking
- Training on SSG systems, forms and services
Advisor Commenting on 2013 SSG Conference
Overall, working with SSG has been an absolutely fantastic experience and I am looking forward to growing my firm more with you!
Ready for Excellent Support with Personalized Attention from Your Custodian?