Tag : Shareholders Service Group

Panoramix and Shareholders Service Group (SSG) Announce Technology Partnership
Business Fintech News

Panoramix and Shareholders Service Group (SSG) Announce Technology Partnership

Fintech News Desk
by Fintech News Desk0
Fast growing independent RIA custodian adds innovative performance reporting and billing platform to provide over 1,600 advisors with preferred pricing and access to critical operational technology Panoramix, an innovative advisor technology platform, and Shareholders Service Group (SSG), a leading independent RIA custodian, announced today a new technology partnership that will......
Redi2's BillFin™ Now Available on the SSG Platform
Fintech News

Redi2’s BillFin™ Now Available on the SSG Platform

Fintech News Desk
by Fintech News Desk0
Redi2 Technologies, the premier provider of hosted fee billing and revenue management solutions to the global financial services industry, and Shareholders Service Group (SSG), which provides brokerage and custodial support services for independent Registered Investment Advisors, have announced that advisors working with SSG now have access to Redi2’s BillFin™ advanced fee billing......
Sovos and Axway Software Partner to Reduce Complexity of Global Tax Management
Fintech News Trading

Shareholders Service Group Partners with AdvisorPeak

Fintech News Desk
by Fintech News Desk0
Shareholders Service Group (SSG) and AdvisorPeak are pleased to announce a new agreement for the benefit of advisors who custody with SSG. Independent registered investment advisors that utilize the brokerage and custodial services of SSG now have access to AdvisorPeak’s online trading and rebalancing platform at a custom price. Read More: Jack Henry......
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