Orion Integrates Goldman Sachs Custody for Faster Digital Account Opening — Orion Advisor Solutions, Inc.

Event summary

Orion launched Dynamic New Account Opening tool on July 27, 2026, enabling direct integration with Goldman Sachs Custody Solutions (GSCS).
The end-to-end digital account opening is initially available to Orion Advisor Technology clients who custody with GSCS.
Features include AI-driven workflows, centralized data capture, and real-time API integrations for faster onboarding.
Orion plans to expand the tool to Orion Portfolio Solutions clients later in summer 2026 and additional custodial partners by year-end.

The big picture

Orion’s integration with Goldman Sachs Custody Solutions underscores the wealthtech sector’s push toward seamless digital onboarding. With $6.6 trillion in AUM, Orion is positioning itself as a leader in streamlining advisor workflows through AI and API-driven solutions. This move aligns with broader industry trends of reducing friction in client onboarding to enhance scalability for independent advisory firms.

What we're watching

Integration Pace: The pace at which Orion expands this feature to other custodial partners will determine its competitive advantage.
Advisor Adoption: How quickly advisors leverage the new tool could signal broader industry shifts toward digital onboarding.
AI Workflow Impact: Whether AI-driven workflows can significantly reduce account opening times and improve advisor efficiency.