Goldman’s Robo Will Be Retrofitted for Its Advisors Goldman is currently working on a version of Marcus Invest that takes an advisor relationship into account, said Joe Duran, head of Goldman Sachs Personal Financial Management.
Goldman Sachs launched its new automated investment advice platform, Marcus Invest, this week, for clients with as little as $1,000. But the firm is working on a version for its in-house advisors, said Joe Duran, head of Goldman Sachs Personal Financial Management.
Of course, the unit’s 400 advisors can refer clients to Marcus Invest today, but they don’t get the personalization and human touch within the robo application. And the advisor currently doesn’t have visibility into the platform.