Whether you’re supporting RIAs, fintech platforms, or direct investors, AET gives you the tools to manage qualified account custody with speed, ease, and compliance confidence.
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.
Embed custody directly into your platform through our developer-friendly APIs. Automate account creation, funding, and private investment workflows while maintaining control of your client experience.
We support the evolving asset mix that modern investors demand.
Support Traditional, Roth, SEP, SIMPLE, rollover IRAs, and Solo 401 (k)s without the burden of managing back-end compliance and custodial operations.
AET handles the custodial responsibilities so you don’t have to. Our SOC-compliant infrastructure, proactive notifications, and full audit trails provide you and your clients peace of mind.
We provide custody for a full suite of qualified retirement accounts, allowing you to serve a wide variety of investors and plan structures:
Traditional & Roth IRAs
Roth IRAs
Employer or Solo 401 (k)s
Simple Employer Pensions (SEPs)
Health Savings Accounts (HSAs)
Cash Savings & Trust Accounts
TPAs often find themselves stuck in the middle, juggling disconnected custodians, RIAs, sponsors, and tax professionals, each with their own systems and priorities. This fragmentation leads to delays, compliance headaches, and constant back-and-forth just to keep a plan on track. AET was built to reduce this friction.
TPAs often find themselves stuck in the middle, juggling disconnected custodians, RIAs, sponsors, and tax professionals, each with their own systems and priorities. This fragmentation leads to delays, compliance headaches, and constant back-and-forth just to keep a plan on track. AET was built to reduce this friction.
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