Custodian transitions

Moving a book to Goldman Sachs, data-ready in days

FastTrackr structures your book and hands it back in Goldman’s own format.

The slowest part of any transition is gathering and structuring the client data. For a move to Goldman, FastTrackr does exactly that. It collects every household once and returns it in the format Goldman’s onboarding workflow expects, ready to upload.

How a move to Goldman Sachs works with FastTrackr

Goldman opens the accounts on their side. FastTrackr does the data work that gets you there, so what lands in Goldman’s workflow is clean, complete, and in the right format the first time.

Collect the book, once

FastTrackr’s AI pulls every household, member, and account out of your existing documents, statements, exports, and conversations, so nothing is re-keyed from scratch.

Structure and validate

The data is organized into clean household records and checked for the gaps and mismatches that would otherwise bounce back later.

Map into Goldman’s format

FastTrackr outputs the book in Goldman’s own required format, ready to hand over. The exact template and workflow details are confirmed with Goldman during onboarding.

Goldman’s workflow takes it from there

The prepared file uploads into Goldman’s own onboarding workflow, where the accounts are opened on Goldman’s side.

You still skip the part that actually takes months

Whether the output is a filled form set or a structured upload file, the work that stretches a transition to Goldman is the same: finding, extracting, and reconciling every household’s data by hand. FastTrackr collapses that into one automated pass, so your team hands Goldman a clean book instead of building it row by row.

See the full transition platform Read more on Advisor Transitions & Repapering

Frequently Asked Questions

Not directly. For Goldman, FastTrackr collects and structures the household and account data and returns it in Goldman’s own required format, ready to upload into Goldman’s onboarding workflow, and Goldman opens the accounts on their side. The hard part still gets done: the data gathered once, structured and checked.

For Schwab, Fidelity, and SEI, FastTrackr prepares and validates the actual repapering forms for every household. For Goldman, the output is the structured data in Goldman’s preferred format rather than a filled form set. The collection, structuring and validation work is the same either way.

Structured and unstructured sources alike: CRM and system exports, custodian statements, spreadsheets, PDFs and more. FastTrackr reads them, extracts the account and household detail, and assembles it into one clean record set.

FastTrackr produces the structured, ready-to-upload data package a Goldman transition needs, in Goldman’s own required format. Talk to us about how the handoff would work for your book.