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Trust Platform
Customizable financial services platform
Business Portal
Explore platform management features
Investor Portal
A transparent user dashboard
Trust API
Integrate Trust into your business
Services
Retirement Services
Traditional or self-directed retirement
Asset Management
Cash and asset management solutions
Fund Administration
Centralize, receive & distribute funds
Industries
Private Placements
PPM investment solutions
Investment Advisors
Simplified consolidation and management
Debt Management
Easily on-board and manage escrow
Real Estate
Real Estate fund management
TPAs
Third Party Administrators
Placement Agents
Funding Organizational Software
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American Estate & Trust Blog
Stay up to date on Industry News, Insights, Platform and API updates.
3 Tips to Grow Your Investment Advisory Practice in 2021
Jan 15, 2021 9:00:00 AM
4 Ways RIAs Can Thrive Amidst a Skills Shortage
Jan 14, 2021 2:01:59 PM
3 Features to Look for in Fund Manager Software
Nov 30, 2020 3:37:19 PM
Logan Rittenberg
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