Unique solutions that allow your practice to stand out and give you a competitive edge.
An intuitive platform that could help you maximize efficiency and meet the evolving needs of your clients.
Simple, easy-to-use tools that can eliminate client onboarding guesswork and create efficient workflows.
Transfer client data through automated workflows that could help reduce the risk of error and maintain efficiency. Our service and transition teams facilitate client onboarding, asset transfers, banking, brokerage operations, tax reporting, and more.
Access a service model that helps support your RIA’s growth by handling issues promptly. The Goldman Sachs Custody Solutions service team prioritizes a low manager-to-firm ratio, allowing us to focus on understanding and delivering solutions to your firm. Our experienced service team can guide you so you can make better decisions for your firm.
The Goldman Sachs Custody Solutions Portal, accessible via desktop and iOS devices, is designed for your clients to engage with their financial information, securely and conveniently, helping to provide transparency and trust.
Learn how Goldman Sachs Custody Solutions can help transform your practice.
1. For more information on supported account types, please call our sales team at (888) 230-5635.
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