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Third Party Administrators

Giving TPAs a Competitive Edge

As a regulated trust company and custodian, AET enables Third Party Administrators to diversify their benefits services with alternative assets, a variety of retirement account options, and one powerhouse digital platform.
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A Turnkey Solution
One Product to Modernize Your Entire Business

Trust Platform™ provides TPAs a singular, fully digital interface that allows them to consolidate all functions related to their client’s accounts.

  • Speedy account creation & verification
  • Detailed visibility of customer activities
  • Client document storage & transaction history
  • Automated tax filing & reporting
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Improved User Experiences
Give Your Customers Their Own Investment Hub
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Provide a better user experience for your customers with a branded portal that gives them visibility into their investments, saving your business time and effort.

  • Monitor investment performance
  • Link financial accounts
  • Make deposits, purchase assets
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Alt-assets types
Diversified Assets
Offer the Power of Alternative Investments

Trust Platform™ lets your customers invest in unique offerings that can’t be leveraged through publicly traded securities. Private Equity, Real Estate, Energy, and more can all be held in retirement & non-retirement accounts.

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Account Types
Provide Access to the Accounts Clients Need

Now your customers can hold alternative assets within tax-advantaged and cash accounts. IRAs and 401ks are just the tip of the iceberg.

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