Fast growing RIA custodian and leading advisor technology platform come together to drive efficiencies and improve the client experience(PRWeb June 24, 2019)Read the full story at https://www.prweb.com/releases/shareholders_service_group_ssg_and_blueleaf_announce_partnership_to_deliver_automated_reporting_and_communication_platform_to_rias/prweb16394536.htm
Blueleaf Wealth is a Massachusetts-based company that offers services including reporting, billing, trading, rebalancing, financial data processing for wealth managers.