Through our relationship with Pershing LLC, a division of The Bank of New York Mellon, and one of the world’s largest financial institutions, advisors working with SSG have access to NetX360, a robust and extremely functional advanced technology platform.
NetX360 provides the tools needed to help you manage your clients’ accounts. NetX360 offers one complete online account administration and trading platform to help you efficiently manage your business.
Give us a call to establish a time for a NetX360 demonstration and learn how this robust platform can help you within your practice. We’ll be happy to show you all the tools and functionality that NetX360 offers.
RIA Who Transitioned from a Broker/Dealer
The team at Shareholders Service Group provides exceptional service. They have become partners in our success, helping work with clients in a timely and responsive way. The words “can’t” and “won’t” simply do not exist in their vocabulary. In my twenty-plus years in the financial business, I have never experienced this level of support.
Ready for Excellent Support with Personalized Attention from Your Custodian?