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:
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.