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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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Uncover the power of AET

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



Offering Retirement & Non-Retirement Accounts


Traditional & Roth


Small Employer Pension Plans


Business/Individual Trusts


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.
Trust Platform

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