variable subpage header images

Investment Advisors

Simplify & Scale Your Workflow


Trust Platform™ is a more efficient way for RIAs to securely manage clients and their assets from one place.
Request Demo
Digital Interface
Streamline Day-to-Day Functions

Going digital means more than cutting paper out of the process – it means optimizing every aspect of your advising practice so you can better serve your clientele.

  • Digitally onboard clients
  • Send and receive funds
  • Initiate & share investments
  • Filter and sort customers
  • Manage, store, & share documents
  • Receive notifications
  • Track asset value properties
Learn More
screenshot of platform
screenshot of platform
custimizable logo painter
Investor Portal
Provide Designated Portals for Each Customer

Reduce friction with clients by empowering them to see what’s happening with their investments whenever they want.

Learn More
retirement account types
Account Variety
Offer the Best Account Options

Trust Platform™ lets advisors offer the right retirement and non-retirement account options to match up with each individual customer’s goals.

  • Traditional & Roth IRAs
  • Employer or Solo 401ks
  • Simple Employer Pensions
  • HSA & Cash Savings Accounts
Learn More

Real Estate

Energy

Metals

PPM's

Companies

Loans

Alternative Assets
Diversify Portfolios with Alternative Investments

Alternative investment management differentiates advisors from run of the mill firms. With the right tools, non-traditional assets can provide unparalleled value to your investors.

Learn More
Back Office Solutions
Compliance You Need, Security Your Customers Demand

Trust Platform™ is powered by AET, a licensed trust company regulated in the state of Nevada. Our software comes prepackaged with the compliance measures and account security needed to ensure a safe financial ecosystem for both you and your customers.

  • Quick back office processing
  • Account transparency for you & your clients
  • Industry-leading customer support
Learn More
compliance and security image
Take a Tour of Our Online Portals

Learn more about how to manage customers and assets through our business portal.
Provide your customers with a branded portal to make investments and manage their accounts.