Our expertise as a licensed trust company and custodian has enabled us to combine customer management with asset custody, compliance, and administration – functions no CRM can provide.
Whether you’re an advisor or fund manager, we’ve made it easy to prepare reusable asset templates and send invitations to your investors singularly or in bulk.
Fax machines and envelopes are antiquated methods for efficiently serving customers. Trust Platform takes the most time-consuming administrative tasks and automates them for you.
Backed by American Estate & Trust, Trust Platform maintains excellence in regulatory compliance so you can focus on day-to-day operations.
Anytime your customer logs into their account, they’ll go to your web domain and see your company’s logo.
In addition to providing asset and account custody at the user level, Trust Platform also provides treasury solutions for businesses, such as escrow, custody, and ACH/Wire transfers.
Yes and no. Trust Platform is not solely designed for compliance management. However, since Trust Platform is powered by a regulated Trust Company & Custodian (AET), all users and transactions on the system go through our due diligence process. This includes anti-money laundering (AML) and know your customer (KYC) compliance checks.
Yes. The system enables users to link external financial accounts, deposit cash, and maintain cash balances within trust accounts (like a cash account).