variable header image

Manage alternative investments inside a single dashboard.

AET’s advisor portal lets you diversify client portfolios with real estate, startups, digital assets, and private equity – without having to adopt new reporting tools.
A bright future starts with a diversified portfolio

iCapital’s 2023 survey showed that advisors are turning to alts for the following benefits:

Increased portfolio diversification

Differentiation from competitors

Unique investment opportunities

Enhanced returns

Hedges against inflation

Tax benefits

Alternative assets + retirement accounts = smart planning

AET is an industry leader in self-directed IRAs, which allow investors to put their tax-advantaged savings into non-correlated assets like real estate, digital assets, and private credit. Our platform allows advisors to integrate these self-directed accounts into their retirement planning strategies.

Supported accounts:

  • Traditional & Roth IRAs
  • Employer or Solo 401ks
  • Simple Employer Pensions
  • Trust Accounts
  • Non-Qualified Accounts
  • HSA & Cash Savings Accounts
Learn More
Secure custody of cash and assets with management and client-facing portals.
  • Run an RIA-managed fund
  • Open and fund accounts
  • Invest client funds into multiple alternatives
  • Manage distributions and move money requests
  • Collect advisory fees

Advisor Portal
Where your team can manage client accounts and investments, collect fees, send deal invitations, and send distributions.

Investor Portal
A place to accept deposit funds, accept deal invitations, and pay fees.

Learn More
screenshot of user platform
screenshot of user platform
Tech-Suite Image
Integrations with your existing tech-stack

We’ve paired up with leading TAMP and CMS tools you use daily to keep your investment and client data consolidated in one place.

  • Alternative asset data aggregated to your software
  • Smooth onboarding
  • Streamlined performance reporting
Learn More

Real Estate








Differentiate With Alternatives

Our platform will meet the unique requirements of the investments you manage as well as your internal processes. Stand out in a competitive marketplace by building a customized alts platform that integrates seamlessly with your existing tools.

Customizable Features:

  • Performance reporting tools
  • Compliance and regulatory reporting
  • Client communication and document management
  • Integration with performance, billing, CRM, and other industry tech
  • Advisor, admin, and compliance workflows
  • Comprehensive tax reporting
Learn More
Already have a deal in mind? Bring it to the table.

From capital calls to distributions, AET’s advisor portal makes it easy to run an RIA-managed fund or one-off deal.

1 Create a deal

2 Invite investors

3 Fund the asset

4 Send distributions

Get your clients started with alternative investments.
Request a demo to discuss plans & pricing.
We never share your personal information.
* Required Fields.