Unlock New Opportunities with Private Assets

Grow wallet share,
deepen relationships, and exceed client expectations without overcomplicating your process.

Why RIAs Choose AET

High-net-worth clients increasingly demand access to private assets like real estate, private equity, digital assets, venture, and more. AET’s custody platform helps RIAs seamlessly support these allocations, so you can stay competitive while protecting your clients and your practice.

Key Benefits for RIAs

Expand AUM Through Broader Asset Access

Support client-directed private investments while maintaining visibility and control, without taking custody or assuming additional operational burden.

Streamlined, Compliant Custody

We handle the heavy lifting. AET serves as the qualified custodian and recordkeeper, helping you meet fiduciary responsibilities.

Attract & Retain Forward-Thinking Clients

Younger generations want diversified portfolios. Future-proof your business by offering alternative solutions that meet the demand of Gen Z and beyond. expand on this with another sentence or 2.

Use Cases We Support

Clients with private placements, real estate, credit, and more

Investments into private offerings with qualified funds

Consolidation of legacy SDIRA assets under your AUM

Managers that want to run their own RIA-managed fund

Expand Your Capabilities Without the Pain of Re-tooling Your Tech Stack

We plug directly into the tools you’re already using to run your firm.

AET integrates with platforms that RIAs trust, so you can report, monitor, and track private holdings alongside traditional assets. Our Morningstar ByAllAccounts integration enables unified reporting by syncing private asset data into your TAMP or reporting system.

We also support DocuSign for fast, secure, and compliant transaction workflows—minimizing paper trails while maximizing efficiency. It’s all part of making private asset custody easier to adopt across your practice.

What Makes AET Different?

Day-to-day Support from a Dedicated Success Team

Our advisor success team is here to support you and your back office, not just your clients.

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Compliance-First Infrastructure

Built with rigorous custody and regulatory protocols in mind—no shortcuts.

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White-Label Friendly

Want to brand the experience under your firm? We offer solutions that keep you in the spotlight.

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Easy Onboarding

From account creation to asset funding, we offer guided workflows to make onboarding painless.

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Trusted by Forward-Thinking RIAs Nationwide

“AET removed the friction from the custody process and made it easy for our LPs to fund the investment quickly.”
—Columbia Advisory Partners

Ready to Expand Your Offering with Private Assets?

Download our free RIA Custody Guide or schedule a live walkthrough with our team.

Next Step

Schedule a demo.

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