Investment Advisors

Simplify & scale your workflow


AET has removed the clutter from the Registered Investment Advisor (RIA) workflow. We’ve built an organized hub for advisors to place and track diverse investment types for their roster of clients.
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The power of consolidation


With AET you can eliminate the need for unnecessary third parties in your process, saving time and technical overhead.

Let us help you take control of your operations so you can spend more time helping your clients succeed.

  • Maintain your Co. branding
  • Onboard unlimited users
  • Bundled customer services
  • Packaged AML/KYC
  • Enterprise level security
  • Custom solutions available

Variety at your fingertips

With over a dozen years in the retirement administration and custodial services realm. AET has a mastery of the needs of financial planning experts offering, or wishing to offer a wider variety of asset types to their clients.

We handle thousands of alternative investments.

Private Placements

Precious Metals

Gas & Oil

Real Estate

Loans

Commodities

Offering retirement and non-retirement accocunts

IRA

Traditional & Roth

SEP

Small Employer Pension Plans

Trusts

Business/Individual Trusts

401k

Individual or Spousal

Advanced portfolio solutions

AET Platform is a “plug and play” platform that makes it easy for you to track and manage your client’s investments - all in one place.
Scale your business quickly and more efficiently than ever before.
AET Platform

Discover the AET Platform API for developers.
For deep integration with your existing technological infrastructure.

Ready to Get Started?

Contact our friendly staff for more information, a personalized solution, or if your ready to get started, request a production API Key.