Orion and Goldman Sachs deepen their two-way custody and tech ties with a new AI onboarding tool, but shared large RIA clients may still prefer to build their own API pipes
AI SummaryAI-generated — verify against the source.Orion and Goldman Sachs have integrated an AI-driven onboarding tool to streamline the client account opening process between their platforms. While this enhances operational efficiency for advisors using both custodians, larger RIAs may still opt for custom API integrations to maintain control over their data workflows.
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