The Customers tab is where you’ll onboard new clients/investors and manage existing accounts:
The Business Portal enables advisors and sponsors to incorporate IRA capital into a variety of alternative asset deals. Within a single tab, managers can:
Streamline fixed and variable expense payments to vendors:
Keep important tax forms, agreements, and memorandums on file under each customer profile for quick and easy access.
Maintain control over internal platform usage and access to client accounts. Manage employees and other onboarded organizations.
Trust Platform’s business portal gives companies administrative control over customer accounts, from onboarding to dividend payments. Additionally, AET automates the compliance and due diligence process so businesses can worry about serving their customers to the best of their ability.
There are two separate portals that will be issued – a Business Portal (for your company) and an Investor Portal (one for each investor). You can use your Business Portal to sort through customers, collect and store documents, initiate transaction, and manage various aspects of the investment lifecycle.
AET provides custody for your investor’s assets, so they can link financial accounts to their Investor Portal and deposit funds into their account. These funds can then be directed to investment opportunities that your company has created on the system (Private Placements, REITs, commodities, etc.)