Our Solutions

Modernizing the Client Experience

Strong client relationships are key to long-term success. We help advisors by providing simple, intuitive experiences that minimize operational pain points of your clients and streamline processes.
An end-to-end, client-first approach
Our digital platform and high-touch service model are designed to provide elevated service, laying the foundation for strong relationships.
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Differentiation

Unique solutions that allow your practice to stand out and give you a competitive edge.          

Efficiency and Scale

An intuitive platform that could help you maximize efficiency and meet the evolving needs of your clients.

Simplicity

Simple, easy-to-use tools that can eliminate client onboarding guesswork and create efficient workflows.

Client-First Approach
Easy Digital Onboarding

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.

  • Leverage APIs to help accelerate and simplify your client transitions
  • Open multiple accounts for supported account types,1 kick off transfer requests, and initiate bank links with a single signature
  • Monitor account opening, asset transfer, and bank-link requests through a status dashboard
Personalized, High-Touch Service

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. 

Modern Client Portal

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.

  • Designed to allow clients to access their accounts easily and securely
  • Manage client billing, statements, and reporting with clean user interfaces
  • Help safeguard client data with multifactor authentication
Get in Touch

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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