Fast growing independent RIA custodian adds innovative performance reporting and billing platform to provide over 1,600 advisors with preferred pricing and access to critical operational technology

 

EAGAN, MN. September 9, 2020. Panoramix™, an innovative advisor technology platform, and Shareholders Service Group (SSG), a leading independent RIA custodian, announced today a new technology partnership that will provide RIAs working with SSG a preferred pricing arrangement for substantial savings.

As operational technology becomes ever more costly for RIAs, this new partnership from Panoramix and SSG will go a long way to providing RIAs lower pricing on an already industry leading price point for performance reporting and billing technology from Panoramix.

In this environment of consolidation with both custodians and technology providers, initiatives like this are even more critical for the long-term health of the industry. What hasn’t changed is that RIAs require competitive solutions that address their evolving needs while still providing excellent service and customization options specific to their firms.

“SSG is known as an industry leader in both service and technology and has proven over time to be a true friend to RIAs,” said Chris Hastings, CEO of Panoramix. “With fewer choices from custodian consolidation, now more than ever, we are thrilled to be able to support RIAs with the key back office technology they need at low price points so they can continue to grow, compete and succeed in a much more complex and competitive industry.”

Recently both SSG and Panoramix were recognized as the #1 technology providers in their respective categories in terms of customer service by the annual T3 Advisor Technology survey.

We know that when Advisors fully adopt great technology, they can more efficiently provide excellent service and support for their clients,” said Dan Skiles, President of SSG. “Our relationship with Panoramix is an important component to help advisors realize this objective, which ultimately leads to further growth for their firm.”

To provide further information and details about the partnership, a joint webinar will be held on October 15th, 2020. Details for registration and content can be found on www.ssginstitutional.com.

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: www.ssginstitutional.com.