Our Services
Platform development, compliance automation, data infrastructure, and cybersecurity services built for the regulatory and operational requirements of RIAs, broker-dealers, and wealth management firms.
Platform Engineering
End-to-end development of trading platforms, portfolio management systems, and client portals built for the demands of regulated financial services.
- Portfolio management & reporting systems
- Client portal development
- Trading & order management platforms
- Custodian API integrations
- Real-time market data systems
Compliance & RegTech
Automated compliance workflows, regulatory reporting systems, and audit trail infrastructure that keep your firm ahead of evolving requirements.
- Form ADV & 13F filing automation
- Best execution monitoring
- AML/KYC workflow automation
- Compliance dashboard & alerting
- Audit trail & record-keeping systems
Data Infrastructure
Real-time data pipelines, analytics platforms, and reporting systems that transform raw financial data into actionable intelligence.
- Real-time data pipeline architecture
- Business intelligence & reporting
- Data warehouse design & migration
- Performance attribution analytics
- Multi-custodian data aggregation
Cloud & Infrastructure
Secure, compliant cloud infrastructure designed for financial services — with the reliability and audit controls your regulators expect.
- SOC 2 compliant infrastructure
- Disaster recovery & business continuity
- Infrastructure as Code (IaC)
- Container orchestration & microservices
- Cost optimization & FinOps
Cybersecurity
Security architecture, penetration testing, and incident response planning for firms where a breach isn't just a technical problem — it's an existential one.
- Security architecture review
- Penetration testing & vulnerability assessment
- Incident response planning
- Zero-trust network design
- SEC cybersecurity compliance
Strategic Advisory
Technology due diligence, architecture reviews, and roadmap planning for firms navigating critical growth inflection points.
- Technology due diligence for M&A
- Architecture assessment & modernization planning
- Vendor evaluation & selection
- Technology roadmap development
- Fractional CTO services for RIAs and growth-stage fintechs
When you need it built
Custom Platform Development
When the solution doesn't exist yet, SSG builds it — trading platforms, policy admin systems, data pipelines — with a team that's been shipping production systems in finance, insurance, and defense for years.
Need something specific?
Every RIA firm and financial services company has unique technology challenges. We scope engagements to your specific requirements — no boilerplate, no filler.
Schedule a consultation