High-net-worth and ultra-high-net-worth investment clients require a laser-focused approach, robust trading capabilities, and the security that comes from data-backed strategies. SMArtX’s integration with Goldman Sachs Advisor Solutions delivers the power and precision necessary to seamlessly and confidently manage these custodial accounts.
SMArtX x Goldman Sachs Advisor Solutions
With Goldman Sachs Advisor Solutions integrated directly into SMArtX, advisors can trade, rebalance, and report on client accounts right alongside clients from other custodians. SMArtX supports real-time data flow to ensure highly accurate, current performance calculations and proposals for high-net-worth investors. With real-time data syncing, you gain transparent performance metrics when you need them to minimize errors and maximize trade value.
Leveraging the capabilities of both platforms in a single interface lets you deliver a highly reputable Goldman Sachs custody relationship alongside SMArtX’s flexible technology, a combination attractive to discerning clients. Goldman’s custody platform offers strategic resources for risk management, lending, and cash solutions that pair seamlessly with SMArtX’s model-based trading capabilities.
Manage complex, high-value portfolios at scale without sacrificing compliance, strategy, or client service.
Confident Integrations for High-Value Accounts
Advisors managing Goldman Sachs accounts can expand account offerings without building custom tech internally. SMArtX delivers automated trading workflows, integrated billing and performance, and data transparency. You gain the freedom to fully customize account workflows and automate manual processes, freeing up time for higher-level tasks.
Maintain the premium custody experience provided by Goldman Sachs while efficiently implementing UMA portfolios. Discover how SMArtX can transform your investment operations for Goldman Sachs clients by requesting a demo.
