We’re thrilled about SSG’s news today! We can’t wait to see even more advisors get their hands on the Risk Number and put accounts on Autopilot. See their official press release below.
Shareholders Service Group (SSG) Launches Strategic Partnership with Riskalyze
SAN DIEGO, April 2, 2018 /PRNewswire-PRWeb/ — Shareholders Service Group (SSG), a provider of high-quality, dedicated services for independent registered investment advisors (RIAs), has announced a new strategic partnership with Riskalyze, the company that invented the Risk Number®. The partnership will allow advisors working with SSG across the country access to award-winning risk alignment tools.
Riskalyze enables advisors to analyze a client or prospect’s current portfolio, compare it against their Risk Number®, and build a custom investment portfolio to match. The partnership gives independent RIAs who do business with SSG access to Riskalyze Pro and Premier at deeply discounted pricing, as well as access to Autopilot, the world’s first Automated Account Platform.
“Independent RIAs working with SSG look to us to provide them with tools, technology and services that they need to meet and ultimately exceed their clients’ expectations.” said Dan Skiles, President of SSG. “Our new agreement with Riskalyze aligns perfectly with this objective and we are excited to work together on serving these great independent RIAs.”
“We’re thrilled to see SSG equipping the independent RIAs they support with tools so they can empower the world to invest fearlessly,” said Aaron Klein, CEO at Riskalyze. “We can’t wait to see how they use the Risk Number to drive alignment between clients and their portfolios, make and implement decisions, and keep accounts on track with Autopilot.”
About Shareholders Service Group
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 over 1,500 advisory firms throughout the country. The management team began serving independent RIAs in the late 1980s.
Riskalyze is the company that invented the Risk Number®, which powers the world’s first Risk Alignment Platform, empowers advisors to automate client accounts with Autopilot, delivers the first risk-centric 401K experience with Riskalyze Retirement Solutions, and enables enterprises to develop real-time visibility, increase revenue, spot issues and navigate changing fiduciary rules with Compliance Cloud. Advisors, broker-dealers, RIAs, asset managers, custodians and clearing firms use the Riskalyze platform to empower the world to invest fearlessly. To learn more, visit riskalyze.com.