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FinaMetrica and PlanPlus merge!

In a classic case of one plus one equalling three, two of the leading purveyors of wealth management advice tools have joined forces to create an industry powerhouse.

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Shareholders Service Group


Shareholders Service Group (SSG) provides dedicated client service, comprehensive brokerage platform and advanced technology to independent registered investment advisors.

We offer a 10% discount off our standard subscription price for SSG users. Please select SSG under Alliance when subscribing.