Goldman Sachs deepens Orion partnership with AI onboarding tool

Goldman Sachs Custody Solutions became the first custodian live on Orion’s new AI account-opening tool, turning a relationship that had been mostly about connectivity into an operational workflow inside Orion Advisor Portal. For Goldman teams, the immediate payoff is less manual onboarding work, fewer handoffs and less error-prone rekeying when new advisor relationships or account transfers are opened.

Orion launched the digital, dynamic new account-opening experience in late July 2026 and described it as a way to accelerate speed to advice through intelligent workflows. Goldman Sachs Custody Solutions was the first custodian to go live on the new experience, and Todd Bertucci said more custodians would follow. The rollout has also been echoed in coverage from FF News, Pulse2 and Citywire, underscoring that this is not just a branding tie-up but a product integration that sits inside an operating system advisers already use.

That matters inside Goldman Sachs Wealth Management because custody onboarding is one of the slowest parts of the business. When account openings, transfers and data integrations move faster, internal ops teams spend less time on repetitive checks and more time on exceptions, while relationship managers can lean more heavily on the platform itself instead of white-glove coordination. It also changes which skills carry weight. The people who can explain the workflow, troubleshoot the integration and speak fluently about advisor efficiency gain leverage; the old back-office model, where volume meant more manual processing, loses some of its pull.

The move also fits a broader shift in wealth management, where the stack is increasingly a technology stack. Goldman’s developer site says its RIA custody offering is built to help clients construct and custody sophisticated portfolios with investment and lending solutions, and a tighter link with Orion gives the bank a cleaner way to plug that offering into advisor workflows. But the integration does not erase every client preference. Large RIA clients may still want to build their own API pipes, which means vendor-led convenience and custom in-house builds can coexist.

That tension sits against Goldman’s own custody history. The unit has been through false starts, pauses, delays, staff departures, technology glitches and morale problems, making a live Orion integration a more consequential sign than a simple partnership announcement. If Goldman can keep turning custody into working infrastructure, it can scale service with less friction. If it cannot, the biggest clients will keep demanding their own pipes and the bank will still have to earn its place inside the workflow one integration at a time.