Addepar vs GS Custody Solutions

Addepar provides the most recent portfolio data to advisors and their clients. Users can see net worth, performance, and asset allocation. Dive deep into the portfolio by asset class and view major transactions. Interested in Addepar, but not sure if your financial advisor uses it? Ask about Addepar in your next meeting, and get ready for a clearer financial picture at every level.

Welcome to the Goldman Sachs Custody Solutions App, the digital-forward solution for the modern client. Goldman Sachs Custody Solutions clients can view portfolio summaries, positions, transaction history, and more readily on their mobile device. The Goldman Sachs Custody Solutions App securely offers on-the-go capabilities to take action on high-priority items. With the Goldman Sachs Custody Solutions App, clients of Goldman Sachs Custody Solutions can: • Access secure and easy login using Face ID or fingerprint • Take action on external account linking and verification • View account balances and portfolio summary • View cash transaction activities and transfer status • View and manage personal profile details 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. Research GSCS and GS&Co. at FINRA's BrokerCheck. Neither this website nor any of its contents shall constitute an offer, solicitation, or advice to buy or sell securities. GSCS and GS&Co. are subsidiaries of The Goldman Sachs Group, Inc., a worldwide, full-service investment banking, broker-dealer, asset management and financial services organization. The Goldman Sachs Group, Inc. and its subsidiaries and employees (collectively, "Goldman Sachs") are engaged in businesses and have interests other than the services provided by GSCS and GS&Co. Margin loans are provided by GSCS. Other loans may be provided by Goldman Sachs Bank USA, Salt Lake City Branch, member FDIC, or other Goldman Sachs entities. For GS Select: Loans are offered by the Salt Lake City branch of Goldman Sachs Bank USA. Member FDIC. Goldman Sachs Private Bank Select and GS Select are registered trademarks of GS&Co. Credit and collateral criteria as well as additional terms and conditions apply. Securities-based lines of credit may not be used to purchase or carry margin securities may not be suitable for all loan parties. You should consider whether a securities based loan is suitable before proceeding. © 2024 The Goldman Sachs Group, Inc. All rights reserved. Investment products are: NOT FDIC INSURED • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, GOLDMAN SACHS BANK USA • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED.