RIAs are still wrestling with fragmented systems, slow onboarding, and transitions that take far too long. Craig Cintron, Head of Enterprise Relationship Sales at Goldman Sachs, focuses on how those long-standing pain points are being addressed through streamlined workflows, deeper integrations, and a custody experience built to remove friction. A single digital signature now covers account opening, money movement, and asset transfers, compressing transitions from months to days.
Advisors also gain broader access to institutional-caliber strategies, including long-short capabilities traditionally reserved for larger clients. With the generational wealth transfer accelerating, new research shows a clear gap between the technology advisors invest in and the technology they actually feel confident using. Firms must align tools with actual advisor needs, not assumptions.
