AdvisorPeak Introduction and Training Webinar for Shareholders Service Group Advisors and Traders

SALT LAKE CITY, May 5, 2020 /PRNewswire/ --

                        What:              AdvisorPeak, in
                                            partnership
                                            with
                                            Shareholders
                                            Service Group
                                            (SSG), will
                                            host a training
                                            webinar for SSG
                                            advisors on how
                                            to effectively
                                            utilize
                                            AdvisorPeak's
                                            innovative
                                            trading and
                                            rebalancing
                                            platform in
                                            their practice.



                                          AdvisorPeak
                                            recently
                                            announced a
                                            partnership
                                            where SSG
                                            members now
                                            have access to
                                            an intuitive
                                            user experience
                                            that enables
                                            them to
                                            efficiently and
                                            accurately
                                            execute trades
                                            in a tax-
                                            efficient
                                            manner. The
                                            program
                                            monitors
                                            households and
                                            accounts,
                                            identifies tax-
                                            loss harvesting
                                            opportunities,
                                            provides real-
                                            time analysis,
                                            and supports
                                            integrations
                                            with other
                                            industry-
                                            leading
                                            software
                                            providers and
                                            custodians.




                        Who:               Janson Evans,
                                            Director of
                                            Sales,
                                            AdvisorPeak
                                   Jordan Deru,
                                   Vice President
                                   of Sales,
                                   AdvisorPeak
                                   Dan Skiles,
                                   President,
                                   Shareholders
                                   Service Group
                                  Barry Boyte,
                                   Executive Vice
                                   President,
                                   Shareholders
                                   Service Group




                        When:              Thursday, May 14
                                            | 4:15 p.m. ET
                                            /1:15 p.m. PT




                        Where:             Registration link is available
                                            from Shareholders Service Group.

About AdvisorPeak
Located on the Silicon Slopes of Salt Lake City, Utah, AdvisorPeak, Inc. was founded by former investment advisors and wealth management industry subject matter experts with the vision of bringing innovative software to the financial services industry. Designed to meet the real-world needs that advisors and institutions face, AdvisorPeak is the product of years of in-depth research and development of tax-smart portfolio trading and rebalancing. AdvisorPeak puts enterprise-class portfolio management tools within the reach of all investment professionals. For more information about AdvisorPeak, or to schedule a software demo, please visit www.advisorpeak.com or follow @AdvisorPeak on Twitter.

About Shareholders Service Group
Shareholders Service Group (SSG, , http://www.ssginstitutional.com) 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 late 1980s.

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SOURCE AdvisorPeak