The Trust Platform™ Business Portal lets you access a master database where you can easily manage your investors, their assets, transaction and much more.
Between high stakes portfolio upkeep and demanding fund marketing activities, managers and agents don’t have the time to juggle time consuming paperwork, compliance, or the account admin necessary to reach their fundraising goals.
Trust Platform™ can help new funds streamline and scale their fundraising process during a Regulation D PPM, Reg A 506(a) 506 (b) 506 (c), or Reg A. Reach your goals faster with the ability to manage Investors, Documents, Assets, and Campaigns in a secure digital environment.
Our ability to service specific needs for each PPM Business has paved the landscape for unique and practical solutions for Placement Agents, Advisors, VCs, Hedge Funds, and individual investors.
Powered by a regulated trust company & custodian, AET has built a safe ecosystem for a wide range of fund types.Learn More