Unlock New Opportunities
with Private Assets
Grow wallet share, deepen relationships, and exceed client expectations without overcomplicating your process.
High-net-worth clients increasingly demand access to private assets like real estate, private equity, digital assets, venture, and more. AET’s custody platform helps RIAs seamlessly support these allocations, so you can stay competitive while protecting your clients and your practice.
Key Benefits for RIAs
Expand AUM Through Broader Asset Access
Support client-directed private investments while maintaining visibility and control, without taking custody or assuming additional operational burden.
Streamlined, Compliant Custody
We handle the heavy lifting. AET serves as the qualified custodian and recordkeeper, helping you meet fiduciary responsibilities.
Attract & Retain Forward-Thinking Clients
Younger generations want diversified portfolios. Future-proof your business by offering alternative solutions that meet the demand of Gen Z and beyond.
Use Cases We Support
- → Clients with private placements, real estate, credit, and more
- → Investments into private offerings with qualified funds
- → Consolidation of legacy SDIRA assets under your AUM
- → Managers that want to run their own RIA-managed fund
What Makes AET Different?
Day-to-day Support from a Dedicated Success Team
Our advisor success team is here to support you and your back office, not just your clients.
Compliance-First Infrastructure
Built with rigorous custody and regulatory protocols in mind—no shortcuts.
White-Label Friendly
Want to brand the experience under your firm? We offer solutions that keep you in the spotlight.
Easy Onboarding
From account creation to asset funding, we offer guided workflows to make onboarding painless.
Expand Your Capabilities Without the Pain of Re-tooling Your Tech Stack
We plug directly into the tools you’re already using to run your firm. AET integrates with platforms that RIAs trust, so you can report, monitor, and track private holdings alongside traditional assets. Our Morningstar ByAllAccounts integration enables unified reporting by syncing private asset data into your TAMP or reporting system. We also support DocuSign for fast, secure, and compliant transaction workflows—minimizing paper trails while maximizing efficiency. It’s all part of making private asset custody easier to adopt across your practice.
“AET removed the friction from the custody process and made it easy for our LPs to fund the investment quickly.”
Ready to Expand Your Offering with Private Assets?
Download our free RIA Custody Guide or schedule a live walkthrough with our team.