Shareholders Service Group

SSG offers brokerage services with extensive account insurance, a wide variety of investment options, competitive technology, and an experienced team committed to providing excellent personal service.

How does the integration work?

PreciseFP provides a SSG custodial package that includes templates mapped to the most common PDF forms used by SSG. Once you install the package, you will be able to engage your clients for account opening, account transfers, ira agreements, ach authorizations, and more.

Read more in our knowledge base

"The time saving is…probably like 75% of the draw. When we tell our advisors, ‘You could do this without doing all of that,’ they’re like, ‘Sign me up!’"
Natalie White, WMCP®
AmeriFlex® Premier Concierge

See how The AmeriFlex Group has customized the PreciseFP platform to create a branded experience for each office, allowing them to scale efficiently while maintaining personalized service for their clients.