Wealthbox CRM and Shareholders Service Group Announce Partnership

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Wealthbox, a leading CRM technology for financial advisors, today announced a partnership with Shareholders Service Group (SSG).

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Wealthbox, a leading CRM technology for financial advisors, today announced a partnership with Shareholders Service Group (SSG) that will make their CRM solution available to registered investment advisors (RIAs) that use SSG’s brokerage and custodial services.

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

"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.”

“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.”

Interested advisors and journalists 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.

About Wealthbox CRM
Wealthbox is a leading CRM technology for financial advisors, RIA networks, and financial enterprise institutions. Known for its intuitive product design combined with powerful features, Wealthbox is made and operated by Starburst Labs, Inc., based in Providence, RI. For more information on Wealthbox, please visit http://www.wealthbox.com/ .

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: ssginstitutional.com

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Lindsay Ferranti
Wealthbox CRM
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