Built for Alternative Assets
Stop forcing generic software to handle Self-Directed accounts. Built by insiders to automate compliance, execute 18-second conversions, and scale your firm without the headcount.
Lion: The Operational Backbone of Your Firm
Manage alternative assets with the same precision as public equities. Automated, audit-ready, and linearly scalable from 100 to 100,000 accounts.
Built for Self-Direction
Manage alternative assets with ease.
Efficiency Boost
Double or triple accounts per employee.
Compliance Made Easy
Stay ahead of regulations.
The First White-Label Platform for Solo 401(k)s
Empower your firm with the speed, compliance, and branding control required to capture the booming Solo 401(k) market.
18-Second Roth Conversions
Execute complex conversions in seconds, not weeks. No lawyers required.
Your Brand, Front & Center
A fully white-labeled portal that keeps your firm—not ours—top of mind.
Instant Documentation
Generate complete, compliant plan documents in under 20 seconds.
Efficiency
Increase your capacity without increasing headcount
Productivity
Streamline operations and reduce administrative overhead
Innovation
Unlock new revenue streams with cutting‑edge solutions
Join the Custodians TPAs and Advisors who have already switched to SEPira(k). See how much time you can save in a 15-minute demo.