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:

Cash

Real Estate

Private Placements

Technology

Precious Metals

Companies & Start-ups

Learn More About AET's Alternative Investment Classes

Asset Management Software That Works for You

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.

Take a Tour of Our Integration Solutions

Trust Platform Trust API

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.

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: