iCapital’s 2023 survey showed that advisors are turning to alts for the following benefits:
Increased portfolio diversification
Differentiation from competitors
Unique investment opportunities
Enhanced returns
Hedges against inflation
Tax benefits
AET is an industry leader in self-directed IRAs, which allow investors to put their tax-advantaged savings into non-correlated assets like real estate, digital assets, and private credit. Our platform allows advisors to integrate these self-directed accounts into their retirement planning strategies.
Supported accounts:
- Traditional & Roth IRAs
- Employer or Solo 401ks
- Simple Employer Pensions
- Trust Accounts
- Non-Qualified Accounts
- HSA & Cash Savings Accounts
- Run an RIA-managed fund
- Open and fund accounts
- Invest client funds into multiple alternatives
- Manage distributions and move money requests
- Collect advisory fees
Advisor Portal
Where your team can manage client accounts and investments, collect fees, send deal invitations, and send distributions.
Investor Portal
A place to accept deposit funds, accept deal invitations, and pay fees.
We’ve paired up with leading TAMP and CMS tools you use daily to keep your investment and client data consolidated in one place.
- Alternative asset data aggregated to your software
- Smooth onboarding
- Streamlined performance reporting
Real Estate
Energy
Metals
Crypto
PPM's
Companies
Loans
Farmland
Our platform will meet the unique requirements of the investments you manage as well as your internal processes. Stand out in a competitive marketplace by building a customized alts platform that integrates seamlessly with your existing tools.
Customizable Features:
- Performance reporting tools
- Compliance and regulatory reporting
- Client communication and document management
- Integration with performance, billing, CRM, and other industry tech
- Advisor, admin, and compliance workflows
- Comprehensive tax reporting
From capital calls to distributions, AET’s advisor portal makes it easy to run an RIA-managed fund or one-off deal.
1 Create a deal
2 Invite investors
3 Fund the asset
4 Send distributions