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

Account creation and rollovers for qualified funds
Diverse account options: IRA, 401 (k), HSA, SEP, Cash
Easy deal creation with repeatable templates

Real-time visibility into client funding status
Easy investor distributions
Centralized document collection and e-signatures

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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—all in one platform.

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.

Next Step

Schedule a demo.

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