Blog/ Partner Updates

Shareholders Service Group Partners with Wealthbox

August 25, 2020

Today, we’re happy to announce a partnership with Shareholders Service Group (SSG) that will make the Wealthbox CRM solution available to registered investment advisors (RIAs) that use SSG’s brokerage and custodial services.

(Advisors: Sign up to the Wealthbox + SSG webinar to learn more about the partnership!)

Wealthbox will now be part of the SSG Advisors Advantage Program, which is a collection of solution providers focused on serving the needs of Independent RIAs.

Dan Skiles, President of SSG

“Wealthbox CRM is another great addition to our Advisors Advantage Program,” said Dan Skiles, President of SSG. “This new relationship further supports our goal of helping Advisors select and adopt technology solutions that allow them to meet and ultimately exceed the expectations of their clients.”

Ernie Lacroix, Director of Partnerships at Wealthbox

“We’re delighted Wealthbox CRM is now available to the SSG community,” said Ernie Lacroix, Director of Partnerships at Wealthbox. “Our mission is to help financial advisors streamline their business operations, and we are proud to be able to offer Wealthbox to SSG advisors to increase their efficiency and support their ability to nurture relationships with their clients.”

Join the Webinar

Interested advisors are invited to register for a live webinar on September 3 at 4:15 ET to learn more about how Wealthbox can improve the way you manage client relationships, organize tasks and workflows, and communicate efficiently with staff and clients. Sign up now!

About Shareholders Service Group

Shareholders Service Group (SSG) provides custodial services exclusively for independent registered investment advisors (RIAs). SSG is dedicated to helping RIAs succeed in working with their clients by providing the best overall platform of investment solutions, service and technology. SSG was the highest-rated custodial platform in the 2020 T3/Inside Information Advisor Software Survey. Employees of SSG have an average of over 19 years of experience in serving the needs of independent RIAs. This experience allows SSG to deliver the “SSG Same-Day Promise” which means that service requests received by noon receive same-day attention. The company was founded in 2002 and currently serves approximately 1,600 independent RIAs. Learn more at:

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