Private Asset Management,
Made Simple
Simplify the investment lifecycle. Create deals, invite investors, raise capital, and send distributions – centralized to a single portal.
What You Get
The Result? Shorter deal lifecycle, fewer errors, more account options, and a smoother investor experience.
Powerful Client-Facing and Internal Flows Built for Private Assets
Manage Clients: consolidated account management
Easily track your client book, onboard clients digitally or via DocuSign, open or roll over accounts, and facilitate investments—all in one place.
Run Deals: fundraising, made simple
Create investment templates, easily onboard investors, pay out dividends, automate tax reporting, and build custom permissions for your team.
Streamline Your Process: no need to re-tool
Streamline operations with Morningstar ByAllAccounts Integration, sending asset and account data directly to your reporting or TAMP platform—while removing friction from deal onboarding with auto-populated DocuSign packets.
Ready to Optimize Your Flow for Private Assets?
The Business Portal™ delivers a fully integrated custody and capital management experience built for the complexities of private markets. Whether you're administering retirement accounts, launching a new fund, or simplifying distributions, AET helps you move faster, stay compliant, and deliver a better client experience. Unlock a better way to raise, manage, and move capital.