The Trust Platform™ Business Portal is your home base. It provides managers with a comprehensive snapshot of client funds, investment progress, and much more.
The Business Portal enables advisors and sponsors to run a fundraising deal for a variety of asset types.
Within a single tab, managers can:
Create an Investment
Opportunity or Asset
Invite Clients or
Client Groups to Invest
Track, Report and
We provide support for virtually every type of self-directed retirement account.
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).