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