GoldenBasis Product Details
About
GoldenBasis makes modern back-office software for brokerages like Schwab or Fidelity, and we’re starting with asset transfers. Every year, $1.1 trillion in assets are transferred between brokerages using decades-old software. Brokerages hire thousands of people to compensate but still lose revenue from abandoned transfers. We solve this problem by automating back-office workflows with AI.
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GoldenBasis Reviews (9)
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Stephany Kris
November 1, 2025
Has significantly improved our team's productivity.
Wilmer King DDS
November 1, 2025
The team uses it daily. Essential for our operations.
Joy Wyman IV
November 1, 2025
The best solution we've tried for this use case.
Dr. Mike Lesch
November 1, 2025
Easy onboarding process. Everyone picked it up quickly.
Walton Boyer IV
November 1, 2025
Fast, reliable, and constantly improving. Great product!
Kristoffer Price
November 1, 2025
Great value for money. Worth every penny.
Prof. Else Ondricka V
November 1, 2025
Customer service is responsive and helpful.
Jodie Pfannerstill
November 1, 2025
Overpriced for what you get. Better alternatives exist.
Elmer Russel
November 1, 2025
Customer support was slow to respond to our issues.
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