A Consolidated Platform
Trust Platform lets firms manage client accounts, create reusable investment templates, & send investment invitations in bulk.
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An On-Brand Experience
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
AET as Your Custodian
Trust Platform simplifies the nuances of investments, from inception to completion. As a licensed trust company and custodian, we're able to automate time-consuming administrative, compliance, and reporting duties so you can spend more time focusing on your goals.
Asset Classes
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
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
Serving Across Industries
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
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Third Party Administrators
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Hedge Fund Managers
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Private Placements
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Real Estate
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Venture Capitalists
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Limited Partnerships
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Debt Relief Management
Why Work with AET
Regulated Trust Co.
Founded in 2007 AET has over a decade of experience as a regulated trust company and custodian.
Tech-forward
We build seamless digital experiences by replacing antiquated systems with modern tools.
Billions Transacted
Our experienced team has helped over 20 thousand investors handle more than $10 Billion in assets.
Secure & Compliant
AET products come prepackaged with AML/KYC, OFAC, and industry leading security.
Built by Developers, for Developers
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.
