For Third Party Administrators

Modern Custody for the Next Era of Third Party Administrators

Whether you're supporting investment advisors, fintech platforms, or direct investors, AET gives you the tools to manage qualified account custody with speed, ease, and compliance confidence.

TPA partnership

Fixing a Fragmented Ecosystem

Persistent Delays

Juggling disconnected custodians, investment advisors, sponsors, and tax professionals with different systems and timelines creates constant bottlenecks.

Compliance Headaches

Managing custodial compliance across multiple providers means more risk and more manual oversight.

Operational Friction

Endless back-and-forth between parties just to keep a plan on track wastes time and creates errors.

Why Third Party Administrators Choose AET

From turnkey dashboards to developer-friendly APIs, AET adapts to how you work.

User-Friendly Platform
A turnkey solution for third party administrators who want a ready-to-use interface. No dev work required. Manage plans, documents, and transactions from a single dashboard.
API-Enabled Custody Infrastructure
Embed custody directly into your platform through developer-friendly RESTful APIs. Automate account creation, funding, and private investment workflows.
Built-In Regulatory Confidence
SOC-compliant infrastructure, proactive notifications, and full audit trails provide you and your clients peace of mind.
Automated Tax Reporting
Automated issuance of Form 5498, 1099-R, and other required filings to reduce manual work and ensure accuracy.

Comprehensive Custody Support

AET handles custodial responsibilities so you can focus on growing your business.

  • Traditional, Roth, SEP, and SIMPLE IRAs
  • Employer and Solo 401(k)s
  • Health Savings Accounts (HSAs)
  • Real estate, private placements, and alternative assets
Ward Charcoal Ovens, Nevada illustration

Built to Scale With You

AET was built to reduce the friction that holds third party administrators back. Whether you're managing a handful of plans or thousands, our infrastructure scales with your business, providing the automation, compliance, and visibility you need to grow.

Connect With an Expert →
Bighorn sheep, Nevada illustration

Custody for Third Party Administrators

Ready to Modernize Your Custody Operations?

Desert cactus, Nevada illustration