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.
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.
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.Learn More
Leverage retirement and non-retirement funds to invest in alternative assets. Offer an optimized investment strategy with self-directed, tax-advantaged accounts.
Founded in 2007 AET has over a decade of experience as a regulated trust company and custodian.
We build seamless digital experiences by replacing antiquated systems with modern tools.
Our experienced team has helped over 20 thousand investors handle more than $10 Billion in assets.
AET products come prepackaged with AML/KYC, OFAC, and industry leading security.
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.