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.
An RIA custodian is an organization that is responsible for housing and safeguarding client assets on behalf of a registered investment advisor. AET, for example, is a qualified RIA custodian specializing in custody for alternative asset classes.
TAMP stands for Turnkey Asset Management Platform. Essentially, the function of a TAMP can vary depending on the given platform. However, the typical functions of a TAMP are to provide necessary back office support for financial advisors, as well as the actual third-party management and custody for the actual assets that their clients possess.
Yes! In fact, with reference to RIAs (Registered Investment Advisors) that deal with a lot of alternative investments, it is quite common to outsource the complex custodial and reporting requirements that come with alternative investments to an established TAMP. Leveraging a Turnkey Asset Management Platform as an RIA can help streamline operations which can save hours of time that can be allocated toward client success.