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.