Manage investments, reduce friction, and stay compliant — with the custodian built with Trust in mind.
Modern ERISA compliant investment tools to handle the full lifecycle of investments. AET replaces the patchwork with a single system designed to consolidate your entire investment operation.
What we do best:
Whether you manage client portfolios, raise capital, or build the next generation of investment platforms, AET offers compliance and custody services that scale.
We offer solutions for:
RIAs
Estates & Trusts
Family Offices
Deal Sponsors
Platforms & Fintech
Third-Party Administrators
CPAs & Attorneys
Escrow Services
Private Equity Firms
Donor-Advised Funds
AET integrates with Morningstar ByAllAccounts to provide real-time, consolidated portfolio visibility, so you can see your client’s investments from multiple custodians inside one view.
With DocuSign built into our platform, you can easily generate prefilled onboarding and deal packets tailored to each investor. No more chasing signatures or manually filling forms—documents are auto-populated with client data, ready to review, sign, and submit in just a few clicks.
Fast, compliant, and friction-free.
Unlock the full potential of retirement and tax-advantaged funds with modern custody designed for private assets.
Traditional, Roth, SEP & SIMPLE IRAs, 401(k), Solo(k), HSAs, and more
Real estate, private equity, venture capital, private credit, digital assets, and more (grid with icons?)
Adaptable tech stack with modern flexibility and automation
Decades of experience behind every transaction
With over 20 years of experience in administration and alternative asset custody, AET provides the operational backbone for the private market’s most innovative firms.
AET removed all the friction from IRA custody. Their platform helped us onboard investors faster and close our raise weeks ahead of schedule.
Jeremy Russell Columbia Advisory Partners
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