Goldman Sachs
Separately Managed Accounts Advisor HubGSAM’s Advisor Hub simplifies the SMA experience for financial advisors, offering portfolio construction, reporting, fund discovery, and ESG features in a self-service, intuitive interface. The platform supports advisors in onboarding, prospecting, and delivering client-focused SMA solutions efficiently.
Our work helped GSAM provide advisors with best-in-class tools, reinforcing its leadership in the SMA market.
The challenge
Defining the SMA Advisor Hub strategy required collaboration with the GSAM product team and multiple stakeholders while coordinating with a concurrent rebrand and platform redesign. Deliverables needed to balance advisor needs, brand consistency, and scalability.
Our impact
We delivered a strategic experience blueprint and initial tool architecture that informed iterative research and development. GSAM manages $191 billion in direct indexing assets, maintaining the largest SMA footprint in the U.S. while continuing to expand globally.
