Goldman Sachs / Kwanti
Integration
Overview
– Analyze your Goldman Sachs client portfolios in Kwanti
– Drilldown to allocations, expenses, hypotheticals
Goldman Sachs Custody Solutions provides independent advisors brokerage and custody services.
Custody, clearing, and certain brokerage services are offered by Folio Investments, Inc., d/b/a Goldman Sachs Custody Solutions (“GSCS”), a registered broker-dealer and Member FINRA/MSRB/SIPC. Folios can be managed by an investment advisor or unmanaged and are not registered investment companies. Additional brokerage services are provided by Goldman Sachs & Co. LLC (“GS&Co.”), which is an SEC-registered broker-dealer and investment adviser, and Member FINRA/MSRB/SIPC.
The contents of this message shall not constitute an offer, solicitation, or advice to buy or sell securities. GSCS, GS&Co., and their affiliates do not control, and are not responsible for, any information or other content provided on the [INSERT THIRD PARTY] website, including any prospectuses, reports, summaries, or other data provided herein.
How it Works
Select portfolios from Goldman Sachs to be linked into Kwanti. Once linked, the position data is updated daily in Kwanti.
Benefits
The automatic feed eliminates manual entry or import. It reduces the risk of errors and allows instant access to Kwanti Analytics.
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