Our Solutions: Digital Forward

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Today’s sophisticated clients expect modern experiences. Our digital-forward platform can reduce manual processes and streamline operations through an intuitive client portal, allowing you to dedicate more time to what matters most: building deeper relationships with your clients.

FDIC-Insured - Backed by the full faith and credit of the U.S. Government

"Today’s sophisticated clients expect modern experiences. Our digital-forward platform can reduce manual processes and streamline operations through an intuitive client portal, allowing you to dedicate more time to what matters most: building deeper relationships with your clients."

"FDIC-Insured - Backed by the full faith and credit of the U.S. Government"

"Digital-Forward Platform"

Digital-Forward Platform

Designed to elevate the advisor experience, our flexible, intuitive platform brings transparency and visibility from account opening to client management. We’ve created a platform that allows you to be agile and responsive to your clients' unique needs.

"Designed to elevate the advisor experience, our flexible, intuitive platform brings transparency and visibility from account opening to client management. We’ve created a platform that allows you to be agile and responsive to your clients' unique needs."

"Digitally Driven"

Digitally Driven

Reduce frustrations with digital client onboarding.

Streamlined Onboarding

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Choose a tech stack from industry-leading providers that fits your practice and your clients’ needs.

Flexibility and Choice

The tools you need to focus on clients, not on their endless paperwork.

Efficiency and Scale

Digital Forward Platform

"Digital Forward Platform"

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Streamline account opening and reduce onboarding frustrations for your clients. A digital account opening signature process could reduce operational errors, minimize interruptions, and help make transitioning client assets simple and efficient.
<ul>
<li>A single digital signature for client onboarding for supported account types1</li>
<li>No statements required for certain types of account opening2</li>
<li>Onboarding status dashboard to monitor account opening for supported account types, asset transfer, and bank-link requests 
</li>
</ul>

"Streamline account opening and reduce onboarding frustrations for your clients. A digital account opening signature process could reduce operational errors, minimize interruptions, and help make transitioning client assets simple and efficient.\r\n<ul>\r\n<li>A single digital signature for client onboarding for supported account types1</li>\r\n<li>No statements required for certain types of account opening2</li>\r\n<li>Onboarding status dashboard to monitor account opening for supported account types, asset transfer, and bank-link requests \r\n</li>\r\n</ul>\r\n"

"Digital Onboarding and Transitions"

Digital Onboarding and Transitions

Meet your RIA’s needs by leveraging the flexibility of our open-architecture platform and API integrations to create a unique tech stack from industry-leading providers.
Goldman Sachs Custody Solutions’ cloud-based platform enables integrations with your technology, as well as with select third-party technology and financial products to provide:
<ul>
<li>Daily data transfers</li>
<li>Single sign-on functionality</li>
<li>Trading capabilities for complex transactions</li>
<li>Comprehensive API library<ul>
<li>Leverage digital reporting</li>
<li>Open and maintain accounts</li>
<li>Move money between accounts&nbsp;</li>
</ul>
</li>
</ul>

"Meet your RIA’s needs by leveraging the flexibility of our open-architecture platform and API integrations to create a unique tech stack from industry-leading providers.\r\nGoldman Sachs Custody Solutions’ cloud-based platform enables integrations with your technology, as well as with select third-party technology and financial products to provide:\r\n<ul>\r\n<li>Daily data transfers</li>\r\n<li>Single sign-on functionality</li>\r\n<li>Trading capabilities for complex transactions</li>\r\n<li>Comprehensive API library<ul>\r\n<li>Leverage digital reporting</li>\r\n<li>Open and maintain accounts</li>\r\n<li>Move money between accounts&nbsp;</li>\r\n</ul>\r\n</li>\r\n</ul>\r\n"

"Open Architecture and API Integrations"

Open Architecture and API Integrations

Manage and trade client portfolios with confidence via user-friendly, modern trading tools. Our dedicated trading desk and client service specialists are standing by to help you meet the evolving needs of your clients. 

<ul>
<li>Access the Goldman Sachs Custody Solutions <a href="https://apps.apple.com/us/app/gs-custody-solutions/id6448843708">mobile app</a>, where clients can deposit checks, view account balances, set alerts, and access important documentation</li>
<li>Intuitive advisor and client portals</li>
</ul>

"Manage and trade client portfolios with confidence via user-friendly, modern trading tools. Our dedicated trading desk and client service specialists are standing by to help you meet the evolving needs of your clients. \r\n\r\n<ul>\r\n<li>Access the Goldman Sachs Custody Solutions <a href=\"https://apps.apple.com/us/app/gs-custody-solutions/id6448843708\">mobile app</a>, where clients can deposit checks, view account balances, set alerts, and access important documentation</li>\r\n<li>Intuitive advisor and client portals</li>\r\n</ul>\r\n"

"Simplified Client Management"

Simplified Client Management

Connect with Goldman Sachs

Learn how Goldman Sachs Custody Solutions can help transform your practice.

"Learn how Goldman Sachs Custody Solutions can help transform your practice.\r\n"

"Get in Touch"

Get in Touch

"1. For more information on supported account types, please call our sales team at (888) 230-5635. \r\n2. Statements are required only for collateral accounts leveraging the GS Select securities-based line of credit product.\r\n"

1. For more information on supported account types, please call our sales team at (888) 230-5635. 
2. Statements are required only for collateral accounts leveraging the GS Select securities-based line of credit product.

"<h5>Goldman Sachs Custody Solutions&nbsp;– Legal\r\n<a href=\"/content/gs/gscom/disclosures/custody-solutions\">Important Disclosures</a>&nbsp;|&nbsp;<a href=\"/content/gs/gscom/what-we-do/ficc-and-equities/custody-solutions/privacy-and-security\">Privacy &amp; Security</a>&nbsp;|&nbsp;<a href=\"/content/gs/gscom/what-we-do/ficc-and-equities/custody-solutions/financial-statement\">Financial Statement</a>\r\n</h5>\r\n"

<h5>Goldman Sachs Custody Solutions&nbsp;– Legal
<a href="/disclosures/custody-solutions">Important Disclosures</a>&nbsp;|&nbsp;<a href="/what-we-do/ficc-and-equities/custody-solutions/privacy-and-security">Privacy &amp; Security</a>&nbsp;|&nbsp;<a href="/what-we-do/ficc-and-equities/custody-solutions/financial-statement">Financial Statement</a>
</h5>

Accessibility Notice:&nbsp;A&nbsp;<a href="/transcript-requests">transcript is available&nbsp;</a>for any video on this page.

Digital-Forward Platform

Goldman Sachs Custody Solutions – Legal Important Disclosures | Privacy & Security | Financial Statement

Goldman Sachs Custody Solutions – Legal

Important Disclosures | Privacy & Security | Financial Statement