Embed Private Asset Custody Directly Into Your UX
Stop Building Infrastructure. Start Building Your Platform.
Our modern API infrastructure powers your custody, simplifies your compliance, and builds investor trust—allowing you to focus on growth while we handle the backend.
A Modern Custodian That Won't Hold You Back
RESTful, JSON-Based Endpoints
Built from the ground up for deep integration. Automate account creation, transaction processing, and document handling.
Full Sandbox Environment
Test every complex workflow—from transfers to asset approval—in a secure sandbox before going live with real client assets.
White-Label Ready
Build intuitive onboarding and asset management flows that match your unique brand identity.
Many custodians claim to be “tech-forward,” but underneath, they are often running on legacy infrastructure with bolted-on APIs. This results in forcing your users through clunky, third-party interface, manual workarounds and delays that stifle your platform’s growth, and waiting months for features that your users need today.
Introducing: True API-First Architecture
Broaden Your Platform’s Reach.
Empower your users to invest in the evolving asset mix they demand within tax-advantaged accounts.
Qualified Accounts:
Seamlessly integrate Traditional, Roth, SEP, and SIMPLE IRAs into your product.
Private Markets: Support for private fund, real estate, and direct deal investments.
Alternative Assets: Native support for venture capital, private credit, cryptocurrency, and precious metals.
Compliance Without Compromise
We shoulder the regulatory burden of IRA custody so you don't have to.
SOC-Compliant Infrastructure
Our enterprise-grade operations use robust internal controls and industry-standard security protocols to protect client data.
Proactive Audit Trails
Gain full visibility into custody status and compliance checkpoints with automated, real-time audit logs.
Automated Tax Reporting
From KYC/AML screening to the issuance of Form 5498 and 1099-R, we manage the entire lifecycle of custodial reporting.
Built for Innovators Like You
AET’s custodial infrastructure supports the platforms defining the future of private market access:
1)
Private Market Apps
Streamline capital raises and secondary market transactions.
2)
Real Estate & DST Platforms
Automate complex property investment and distribution workflows.
3)
Crowdfunding Portals
Enable rapid investor onboarding and seamless funding flows.
4)
Qualified Fund Fintechs
Automate high-volume capital calls, investor distributions, and lifecycle reportin.
Let’s build the future of private market access together.
Whether you’re launching a new product or enhancing an existing offering, AET gives your platform the tools to scale.