Goldman Sachs Advisor Solutions - Legal
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Our Solutions
We mobilize our people, technology and capital to best position our clients’
businesses for the long run. We offer solutions that enhance advisors’
practices and how they serve their clients.
Institutional-Grade
Exceptional portfolio construction and wealth management solutions.
Goldman Sachs provides execution and custody services to the world’s largest institutional investors, transacting on over 97% of the world’s equities and derivatives exchanges. We are pleased to expand this offering to serve the unique needs of independent advisors.
Investing
Our priority is the same as yours: choice and flexibility. Access our Global Markets organization and its thought leadership. Extensive array of equities, fixed income and other solutions to fit your clients’ needs. Dedicated digital user experience for Goldman Sachs’ and third-party alternatives.
Portfolio Construction
Choice and flexibility come first. Make use of your favorite third-party portfolio management solutions or opt for portfolio and risk analytics tools used by our own employees.
Lending
We have solutions for your clients’ liquidity needs. For example, Goldman Sachs Private Bank Select® (GS Select®) helps advisors provide eligible clients access to cash without liquidating their investment portfolios through the use of securities-based lines of credit (SBLOCs). The process is both high-tech and high-touch. A digital-focused design makes the application and approval process both streamlined and transparent. A dedicated team of lending managers and service center support the seamless borrowing experience for advisors and clients.
Investment Research
Our Global Investment Research team provides original, fundamental insights and analysis in the equity, fixed income, currency and commodities markets. With access to Goldman Sachs Research, you’ll be able to tap into cutting-edge thought leadership generated from 24 offices around the world, covering ~3,000 securities, major markets, and over 45 economies. Research is designed to reach clients in formats that suit them, from webcasts and large multi-stream events to interactive data, email alerts and our GS Now app.
Tech-Forward
We understand that you need to get the most out of your technology spend while optimizing for practice efficiency and outstanding client connectivity.
A Digital-First Custodian
We have implemented our infrastructure and third-party partnerships to support digital interaction from the ground up. Onboard a new client and open accounts seamlessly online. Manage client portfolios and execute transactions electronically with confidence using easy-to-use, modern trading tools—and knowing that our dedicated trading desk and outstanding client service specialists are always standing by to help.
Our Tools in Your Hands
Goldman Sachs has a proud history of software innovation dating back to the creation of SecDb in the early 1990s.
Once you become a custody client of Goldman Sachs, you will have access to the tools that we use on a daily basis. Some of these tools include:
• Marquee, our risk and portfolio suite
• GS Now, access tailored investment research on-the-go
• GS Select, our securities-based line of credit platform
Built for Flexibility and Scale
Our digital experience sits atop a set of over 200 APIs. This approach enables us to integrate rapidly with the industry’s leading third-party technology and financial product providers, and to tailor our offering to your practice. We couple this extensibility with cloud-based infrastructure to ensure a secure and scalable backbone for your business.
Growth-Focused
Accelerate the growth and success of your firm Goldman Sachs deploys our people, capital and reputation to help grow your practice and allow you to better serve your clients. We stress creativity and imagination in everything that we do and our people are at their best when helping our clients tackle complex challenges.
A Life-Long Relationship
Our clients always come first. For over 150 years, our business has evolved around the people whom we serve.
With Goldman Sachs Advisor Solutions you will receive an unwavering commitment from our team of experts, here to serve your firm before, during and after transitioning to our platform, so you can focus on your clients.
Transition To Success
Our specialized team of transition and technology specialists have decades of experience helping advisors of all types successfully transition their practices. We put our years of experience to work to help you navigate your transition to our platform with ease and allow you to stay focused on your clients.
Your Growth Champion
Helping you achieve your goals is a priority for us. From the day you join our platform, we will look for ways to best deliver our expertise, resources and global reach so that you can best serve your clients. Our dedicated business consultants are available to collaborate with you as you evolve your investment options, technology platform and recruitment needs over time. They can also help you navigate the complexities of launching your RIA and planning for the future.
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