Security & Compliance
SOC 2 Type II certified, with independent audits.
Reliability
99.9% uptime SLA, built for real-time execution.
Documentation & Support
Full API, FIX, and SSO documentation.
GBI platform overview
Tailored for your firm
Each integration point can be tailored or skipped where the institution already does it. Full specifications, including SSO/SAML, FIX and API messages, file formats and security documentation, are available on request. Security is listed as SOC 2 Type II, with separate test and production environments [
Ask about adding physical metals to your platform
THE STORY
The assets already existed. The platform connection didn't.
For years, established wealth management firms and independent advisors held high-value alternative allocations across highly fragmented, legacy holding structures. While the physical precious metals were securely vaulted, the administrative overhead required to track, value, and report these assets created persistent operational friction.
The core issue was never client demand—institutional interest in alternative physical safe-havens has remained consistently strong. Instead, the barrier was systemic integration. Clients wanted their physical gold and silver holdings visible alongside their standard equity portfolios, while compliance and ops teams required structured, audited valuation streams.
We realized that the assets didn't need to be moved, re-vaulted, or liquidated. The solution lay in creating a secure digital bridge—an institutional data protocol capable of syncing physical inventory directly to traditional reporting systems without disrupting security workflows.
By establishing a direct, cryptographically verified ledger connection between the secure depository facilities and mainstream advisor dashboards, we turned isolated offline reserves into fully unified assets under advisement.
68 accounts. $54M in AUM. Zero new clients required.
THE TRANSFER-IN OPPORTUNITY
This operational milestone proved that advisor business growth doesn't always demand broad-market client acquisition campaigns. By simplifying reporting protocols and validating legacy asset pipelines, wealth management enterprises can capture substantial, pre-existing held-away physical wealth directly from their current client portfolios.
How the Migration Worked
68 accounts moved. Smooth for the
client, the advisor, and the firm.
$54M in physical precious metals, moved on-platform across one RIA book. No new
clients. No new money. No liquidations forced. Just assets that already existed, sitting in
home safes, safety deposit boxes, and private vaults, now brought above-the-line into
the firm's existing reporting stack.
01
Discovery at scale
We coordinate secure transportation from the current location to the receiving vault.
02
Transfer execution
Hold physical metals in a secure depository environment rather than at a residence or office.
03
Reporting integration
Each position landed in allocated FBO accounts, feeding the RIA's existing reporting stack as standard billable assets. Daily pricing. Unified client statements. Inspectorate-audited.
0.22%
INSTITUTIONAL GOLD ALLOCATION
This is not a one-firm phenomenon.
The median HNW household holds 3-5% of total wealth in unmanaged physical precious metals. Yet the value-weighted average institutional gold allocation sits at just 0.22% (Q3 2025 13F filings). The gap between what clients already own and what their advisors manage is the largest underdiscussed opportunity in private wealth.