Today’s clients have increasingly sophisticated needs. That is why we developed a custodial platform designed for complex market challenges and backed by the power of Goldman Sachs.
Our solutions offer:
We are here to serve your practice, so you can better serve your clients.
Get in touch to learn how our team can help transform your practice.
Complete the form below or give us a call: 1-833-983-4727
Custody, clearing, and certain brokerage services are offered by Folio Investments, Inc., d/b/a Goldman Sachs Custody Solutions (“GSCS”), a registered broker-dealer and member FINRA/MSRB/SIPC
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Built for the unique needs of independent advisors.
Streamlined and automated workflows with transparency and flexibility.
Access the power of Goldman Sachs.
World-class products and services tailored to help you distinguish offerings for your sophisticated clients.
Keep your clients front and center.
Simple, intuitive experiences designed to help minimize common client pain points.