Modern Custody For
The Next Era Of TPAs

Whether you’re supporting RIAs, fintech platforms, or direct investors, AET gives you the tools to manage qualified account custody with speed, ease, and compliance confidence.

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Why TPAs Choose AET

User-Friendly Platform

A turnkey solution for TPAs who want a ready-to-use interface. No dev work required. Just log in and manage plans, documents, and transactions from a single, simple dashboard.

API-Enabled Custody Infrastructure

Embed custody directly into your platform through our developer-friendly APIs. Automate account creation, funding, and private investment workflows while maintaining control of your client experience.

Support for a Broad Range of Private Assets

We support the evolving asset mix that modern investors demand: real estate, private placements, venture capital, private credit, cryptocurrency, and precious metals.

Built-In Regulatory Confidence

AET handles the custodial responsibilities so you don’t have to. Our SOC-compliant infrastructure, proactive notifications, and full audit trails provide you and your clients peace of mind.

Comprehensive Retirement Custody

Support Traditional, Roth, SEP, SIMPLE, rollover IRAs, and Solo 401(k)s without the burden of managing back-end compliance and custodial operations.

Supported Account Types

  • → Traditional & Roth IRAs
  • → Employer or Solo 401(k)s
  • → Simple Employer Pensions (SEPs)
  • → Health Savings Accounts (HSAs)
  • → Cash Savings & Trust Accounts

Power Your Entire Business From One Place

1

Activate native IRA account onboarding within your system

2

Support for private fund, real estate, and direct deal investments

3

Automate document handling and funding flows

4

Gain visibility into custody status, audit trails, and compliance checkpoints

Fixing a Fragmented Ecosystem

TPAs often find themselves stuck in the middle, juggling disconnected custodians, RIAs, sponsors, and tax professionals, each with their own systems and priorities. This fragmentation leads to delays, compliance headaches, and constant back-and-forth just to keep a plan on track. AET was built to reduce this friction.

Ready to Scale Smarter?

Talk to our team about how AET can help you differentiate, scale, and streamline operations with custody infrastructure built for forward-thinking TPAs.