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Manage investors, run deals and allocate IRA funds within a single platform.

Trust Platform™ is a digital investment hub designed for professionals who manage alternative assets.
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grouped user and business platforms
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A portal for you + a portal for each of your investors.

Streamline the way you manage clients and investors while providing a seamless user experience. Trust Platform™ comes with two interfaces:

Business Portal - your control center to onboard, manage, and transact with clients.

Investor Portal - individual portals for each user to log in and invest with your business.

Everything you need to incorporate IRA capital into a private deal.

Trust Platform™ gives you the ability to accept and allocate tax-advantaged dollars toward a variety of private asset classes.

Create Investment

Create an Investment
Opportunity or Asset

Invite Investor Groups

Invite Clients or
Client Groups to Invest

Report and Track Investments

Track, Report and
Pay Dividends

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Supervise and manage client investments.

Advising client portfolios? Trust Platform™ makes it incredibly easy for planners and advisors to administrate accounts and initiate investment decisions.

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retirement account types
Offer a variety of retirement account types to investors.

We support virtually every type of self-directed retirement account. Your clients can use any of the following to fund supported alternative assets:

  • Traditional IRAs
  • Roth IRAs
  • Solo 401(k)s
  • Simple Employer Pensions (SEP)
  • Health Savings Accounts (HSA)
  • Cash Savings Accounts
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Add your own branding for a consistent user experience.

White-label the Trust Platform™ to give your Investor Portal a customized look and feel. Create your own log-in domain, logo, and brand colors to end-user dashboards.

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Take your investor management to the next level.
Request a demo to discuss plans & pricing.
We never share your personal information.
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Frequently Asked Questions

In addition to providing asset and account custody at the user level, Trust Platform also provides treasury solutions for businesses, such as escrow, custody, and ACH/Wire transfers.

Yes and no. Trust Platform is not solely designed for compliance management. However, since Trust Platform is powered by a regulated Trust Company & Custodian (AET), all users and transactions on the system go through our due diligence process. This includes anti-money laundering (AML) and know your customer (KYC) compliance checks.

Yes. The system enables users to link external financial accounts, deposit cash, and maintain cash balances within trust accounts (like a cash account).

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