Modern Custody

For the Next Era of TPAs

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

Fixing a fragmented ecosystem

TPAs often find themselves stuck in the middle, juggling disconnected custodians,

RIAs, sponsors, and tax professionals. This fragmentation leads to:

 
Close-up of businessmen signing documents at a wooden table in an office.

Persistent Delays

Inconsistent rules and turnaround times across multiple custodians.

Compliance Headaches

Constant back-and-forth just to keep a plan on track.

Operational Friction

Manually processing contributions, valuations, and document uploads across disconnected systems

Why TPAs Choose AET

User-friendly platform.

A turnkey solution for TPAs who want a ready-to-use interface with no development work required.

API-enabled infrastructure.

Embed custody directly into your platform through developer-friendly, RESTful APIs.

Built-in Regulatory Confidence

We handle custodial responsibilities so you don’t have to

SOC-Compliant
Infrastructure

We ensure that your data and your clients’ alternative assets are protected by robust internal controls and industry-leading security protocols.

User-Friendly Platform

We offer 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.

Automated
Tax Reporting

We remove the burden of year-end administrative tasks by managing the issuance of essential custodial tax forms, including Form 5498 and 1099-R.

Proactive
Notifications

We ensure your team can respond rapidly to capital calls or onboarding requirements, keeping your operations moving at the speed of the market.