Panoramix, an advisor technology platform, and Shareholders Service Group (SSG), an independent RIA custodian, have announced a new technology partnership that will provide RIAs working with […]
Redi2 Technologies, a provider of hosted fee billing and revenue management solutions to the global financial services industry, and Shareholders Service Group (SSG), which provides brokerage […]
Institutional-Grade Rebalancing Platform Available to SSG Members Shareholders Service Group (SSG) and AdvisorPeak recently announced a new agreement for the benefit of advisors who custody with […]