Streamline the way you manage clients and investors while providing a seamless user experience. Trust Platform™ comes with two interfaces:
Trust Platform™ gives you the ability to accept and allocate tax-advantaged dollars toward a variety of private asset classes.
Create an Investment
Opportunity or Asset
Invite Clients or
Client Groups to Invest
Track, Report and
Advising client portfolios? Trust Platform™ makes it incredibly easy for planners and advisors to administrate accounts and initiate investment decisions.Learn More
We support virtually every type of self-directed retirement account. Your clients can use any of the following to fund supported alternative assets:
White-label the Trust Platform™ to give your Investor Portal a customized look and feel. Create your own log-in domain, logo, and brand colors to end-user dashboards.Learn More
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).