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Manage clients, assets, and accounts.

Trust Platform™ is a digital investment hub designed for professionals who manage alternative assets.
A portal for you, a portal for clients and investors.

Trust Platform™ comes with a Business Portal designated for you to manage clients. Each of your customers gets access to an Investor Portal where they can log in, deposit funds, open accounts, and make investments.

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Mobile customers tab
A bird’s eye view of your customers.

The Trust Platform™ Business Portal is your home base. It provides managers with a comprehensive snapshot of client funds, investment progress, and much more.

  • Filter through your client roster
  • View account, investment, and transfer status
  • Store and keep record of client documents
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Execute an investment deal from start to finish.

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 Investment

Create an Investment
Opportunity or Asset

Invite Investor Groups

Invite Clients or
Client Groups to Invest

Report and Track Investments

Track, Report and
Pay Dividends

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retirement account types
Account types to suite your client’s goals.

We provide support for virtually every type of self-directed retirement account.

  • Traditional IRAs
  • Roth IRAs
  • Employer or Solo 401(k)s
  • Simple Employer Pensions (SEP)
  • Health Savings Accounts (HSA)
  • Cash Savings Accounts
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Access to essential business treasury services.

Streamline fixed and variable expense payments to vendors.

  • Link business bank accounts
  • Deposit and withdraw funds
  • Monitor cash balances
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screenshot of treasury tab
screenshot of treasury tab
Streamline your client's investments.
Request a demo to discuss plans & pricing.
We never share your personal information.
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Frequently Asked Questions

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).

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