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Copytalk® Mobile Scribe Announces an Agreement with Shareholders Service Group (SSG)

[July 13, 2016, Sarasota, Florida] — Copytalk® LLC, the leading provider of secure transcription services, announces an agreement with Shareholders Service Group. Shareholders Service Group (SSG) provides brokerage and custodial services exclusively to independent registered investment advisors. Financial advisors use a variety of service providers to help them effectively manage and grow their respective businesses. Additional information about Copytalk and members of SSG can be found at: www.copytalk.com/ssg

"Copytalk is pleased to enter into this agreement for the benefit of the independent RIAs that use the services of Shareholders Service Group," states Maree Moscati, CEO of Copytalk.

Copytalk® is the perfect tool to capture notes immediately after client meetings. Copytalk® realizes that the security of information is critical and offers an important and comprehensive security protocol based on established industry standards.

In addition to other rigorous technical and operational safeguards, Copytalk® helps protect your data by utilizing exclusively controlled and monitored, U.S. facility-based transcriptionists. Copytalk® technology has evolved in reaction to the world we live in – ever emerging business practices of compliance in action. Copytalk is proud to be part of the Shareholders Service Group Advisor’s Advantage program.

"We are excited to add Copytalk to our Advisor’s Advantage program and look forward to working together in helping Advisors operate more efficient firms," states Dan Skiles, President of SSG.

About Copytalk® – Life Securely Noted

Copytalk® has provided industry-leading, secure transcription services to financial services and prominent companies since 2001. We are the leader in mobile transcription services. Our clients can call the dictation service from any phone or use our smartphone app. Copytalk’s secure facilities utilize our experts to type up the notes and, within a few hours, send a copy to the industry professional via email or directly into our customer’s CRMs. Simply dial Copytalk® to dictate meeting details, to do lists, reminders, email drafts, or any other information needing to be captured.

www.copytalk.com | 866.267.9825 ext. 108 | Copytalk 500 Tallevast Road, Suite 102, Sarasota, Florida 34243


Shareholders Service Group (SSG), 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 over 1,400 advisory firms throughout the country. The management team began serving independent RIAs in the late 1980s.

Media Contact
Diane M. Creasy
Vice President Marketing - Copytalk
Phone (866) 267-9825 ext.108

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