Trust Platform™ provides TPAs a singular, fully digital interface that allows them to consolidate all functions related to their client’s accounts.
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.
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.Learn More
Now your customers can hold alternative assets within tax-advantaged and cash accounts. IRAs and 401ks are just the tip of the iceberg.Learn More
TPAs work hard to carefully establish, organize, and track client retirement accounts. Custodians, on the other hand, are responsible for safeguarding the actual investments and assets for the TPA’s clients. Depending on the custodian, they also might provide technological solutions that and greatly benefit TPAs, alleviating them of strenuous paperwork, record consolidation issues, and digital onboarding.
As with any business, you need to understand the nuances of the industry. Leveraging technology can help an aspiring TPA overcome regulatory and operational hurdles that can cause complications. Trust API for example, allows TPAs to build on top of American Estate & Trust’s existing infrastructure, saving tens of thousands of dollars in development work, time, and energy, while maximizing efficiency. Learn more about starting a TPA here.