Shareholders Service Group (SSG) and Blueleaf Announce Partnership to Deliver Automated Reporting And Communication Platform to RIAs

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Fast growing RIA custodian and leading advisor technology platform come together to drive efficiencies and improve the client experience

In addition to exclusive pricing, Blueleaf will provide advisors working with SSG access to proprietary research and insights, industry best practices, practice management consulting and ongoing training,

Shareholders Service Group (SSG) and Blueleaf announce a new strategic partnership that will provide Blueleaf’s proprietary product access, special pricing and exclusive practice management consulting to the 1,600 Independent RIAs that use the brokerage and custodial services of SSG. As part of the strategic partnership, SSG executives will partner with Blueleaf on long-term product roadmap and feature development.

Blueleaf will offer advisors that do business with SSG exclusive pricing that includes access to its full automated reporting and communications platform for only $4/household/month with no per account fees, no per user charges, and no long-term contracts. Current advisory firms with SSG using Blueleaf are already benefiting from the new pricing, saving thousands annually as a result.

In addition to exclusive pricing, Blueleaf will provide advisors working with SSG access to proprietary research and insights, industry best practices, practice management consulting and ongoing training, as well as beta access to new features.

“We are excited to announce this new strategic partnership with Blueleaf,” said Dan Skiles, President of SSG. “As advisors look to expand and grow their businesses, they need access to powerful, yet simple-to-use tools to help them automate their business and make sense of the complex world of personal finance for their clients. The Blueleaf platform brings industry-leading capabilities to advisors, and now at a price that makes it even more accessible.”

Powered by the company’s Automated Information Delivery (or A.I.D.) Platform, Blueleaf automates the information advisors need to run their business and manage their client relationships. Blueleaf’s platform includes automated digital and printed investment reporting, account aggregation, automated client communications, business analytics and benchmarking, prospecting tools, direct client support and billing.

“We are thrilled to deepen our partnership with SSG,” shares John Prendergast, CEO of Blueleaf. “At Blueleaf our vision is to make the best financial advisors available to everyone. We work with the very best financial advisors to help them make it profitable to deliver exceptional service to a radically broader audience. Advisors win by saving time and growing their business, clients win by getting better service. Our new partnership with SSG helps us do just that for more of these great advisors.”

Advisors can access the exclusive pricing for SSG by visiting

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 approximately 1,600 advisory firms throughout the country. The management team began serving independent RIAs in the 1980s. For more information on Shareholders Service Group, please visit

About Blueleaf
Blueleaf powers the augmented advisory experience. Blueleaf’s industry-leading platform includes automated reporting and communication capabilities to help advisors serve their clients, grow their business and live their lives. Blueleaf is more than reporting, it’s automated information delivery for both advisors and clients. The Blueleaf platform offers business analytics and benchmarking, investment and performance reporting, automated communications, prospecting tools, account aggregation and billing. Blueleaf takes the complexity out of wealth management. For more information about Blueleaf please visit or call 617-855-LEAF.

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Timothy Welsh
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