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Financial Asset Management

A Corporate Treasury Management System to Maximize Your Offerings

As a licensed custodian, we’ve applied our years of expertise in corporate cash management to craft an all-in-one solution to simplify asset custody. Manage cash and alternative assets, purchase assets, make distributions, and monitor your client portfolios.
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We’re More Than a Third-Party Custodian

Comprehensive enterprise wealth management tools – right out of the box.
AET Provides a superior investing process for you and your clients by allowing you to initiate and manage a broad range of investment types:

Real Estate
Private Placements
Precious Metals
Companies & Start-ups

Learn More About AET's Alternative Investment Classes

Asset Management Software That Works for You
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Reduce administrative burden by consolidating investors, funds, and documents. Incorporate the power of Trust-as-a-Service into your business:

  • Easily onboard and track your clients
  • Collect client deposits via ACH & Wires
  • Make distributions to client accounts
  • Improve regulatory compliance
  • Lower overhead costs
  • Meet client investment goals faster

Whether you are seeking a brand-new cash management system to gain better control over your operations or need to expand the capabilities of your existing product, we’ve made the process easy.

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Ready to Get Started?

Learn more about how we can help your company manage investment assets.
Speak with one of our business development specialists today.

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