Infrastructure for Investments

Manage your customers and their alternative investments with one consolidated platform.
A Consolidated Platform
Manage Assets & Investors from One Place

Trust Platform lets firms manage client accounts, create reusable investment templates, & send investment invitations in bulk.

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An On-Brand Experience
Customize a Unique, On-Brand User Experience
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Offer investment portals to your customers, where they can log in, check the status of their portfolios, link financial accounts, make deposits, & approve investment invitations

  • Automate onboarding & reporting
  • Add company branding to user portals
  • Host the platform on your own domain
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AET as Your Custodian
End-to-End Financial Administration

Streamline the Entire Lifecycle of Investments

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Account Setup
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Asset Management
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Collect Fees
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Compliance
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Reporting & Filing
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Dispursement
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Asset Classes
Alternative Investment Assets

Our versatile system is engineered to let managers and advisors offer their customers the unique ability to hold a wide range of asset classes in their accounts.

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Cash & Retirement Accounts
Consolidate Client Funds

Leverage retirement and non-retirement funds to invest in alternative assets. Offer an optimized investment strategy with self-directed, tax-advantaged accounts.

  • Cash Accounts
  • Traditional & Roth IRAs
  • 401k & Solo 401k Accounts
  • Simplified Employee Pensions
  • Health Savings Accounts
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Serving Across Industries
Built to Serve All Shapes & Sizes

Whether you’re an industry veteran, startup, or individual entrepreneur, Trust Platform’s dynamic feature set supports industries across the board.

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  • Financial Advisors
  • Hedge Fund Managers
  • Private Placements
  • Real Estate
  • Venture Capitalists
  • Limited Partnerships
  • Debt Relief Management
Why Work with AET
We Offer an Innovative Approach to Business, Retirement, and Finance.

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Regulated Trust Co.

Founded in 2007 AET has over a decade of experience as a regulated trust company and custodian.

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Tech-forward

We build seamless digital experiences by replacing antiquated systems with modern tools.

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Billions Transacted

Our experienced team has helped over 20 thousand investors handle more than $10 Billion in assets.

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Secure & Compliant

AET products come prepackaged with AML/KYC, OFAC, and industry leading security.

Built by Developers, for Developers
Integrate with Our Dev-Friendly API.

With Trust API you have the ability to integrate all of our offerings into your platform.

Whether your a real estate management app looking to incorporate escrow natively or a startup investment platform that wants to support retirement accounts. We’ve got you covered.

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