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Shareholders Service Group (SSG)

Custodian | https://www.ssginstitutional.com/

Shareholders Service Group (SSG) provides brokerage and custodial services exclusively for independent registered investment advisors (RIAs). SSG provides a full range of brokerage and back office service and support with a robust technology platform, access to a full suite of investment vehicles, and a highly experienced service team that only serves independent RIAs. The company was founded in 2002, and currently serves approximately 1,600 advisory firms throughout the country. The management team began serving independent RIAs in the 1980s.

Data into Capitect

  • Accounts
  • Daily balances
  • Daily positions
  • Daily transactions

Data from Capitect

  • Management fee file
  • Rebalancing trade file