For Third Party Administrators
Modern Custody for the Next Era of Third Party Administrators
Whether you're supporting investment advisors, fintech platforms, or direct investors, AET gives you the tools to manage qualified account custody with speed, ease, and compliance confidence.
Why Third Party Administrators Choose AET
From turnkey dashboards to developer-friendly APIs, AET adapts to how you work.
Supported Account Types
We provide custody for a full suite of qualified retirement accounts, allowing you to serve a wide variety of investors and plan structures.
- Traditional and Roth IRAs
- Employer or Solo 401(k)s
- Simple Employer Pensions (SEPs)
- Health Savings Accounts (HSAs)
- Cash Savings and Trust Accounts
Power Your Entire Business
Native IRA Onboarding
Activate native IRA account onboarding within your system to support private fund, real estate, and direct deal investments.
Automated Workflows
Automate document handling and funding flows to eliminate manual processes and reduce turnaround time.
Full Visibility
Gain visibility into custody status, audit trails, and compliance checkpoints across your entire book.
Fixing a Fragmented Ecosystem
Third party administrators often find themselves stuck in the middle, juggling disconnected custodians, investment advisors, sponsors, and tax professionals, each with their own systems and priorities. This fragmentation leads to delays, compliance headaches, and constant back-and-forth just to keep a plan on track. AET was built to reduce this friction.
Custody for Third Party Administrators
Ready to Scale Smarter?
