Trust Accounting That Doesn't
Feel Like Your Grandma's Software

Self-Directed IRA Trust Software and
Solo 401(k) Recordkeeping Unlike any other.

Welcome to the future of self-directed retirement solutions. SEPira(k) brings you Lion Trust Accounting and Guardian Solo 401(k) - innovative platforms designed by industry insiders for forward-thinking professionals like you.

Schedule a Demo

Schedule a Demo

Schedule a Demo

Tired of Outdated Solutions?

Using only 10% of your current trust software's features?

Struggling with platforms not designed for self-directed assets?

Feeling left behind in the digital age?

It's time for a change. SEPira(k) offers solutions tailored specifically for self-directed administrators, trustees, and providers.

It's time for a change. SEPira(k) offers solutions tailored specifically for self-directed administrators, trustees, and providers.

Lion:
The King of Self-Directed IRA Management

Roar past the competition with trust accounting software that actually understands your needs.

Roar past the competition with trust accounting software that actually understands your needs.

Roar past the competition with trust accounting software that actually understands your needs.

Built for Self-Direction: Manage alternative assets with ease

Efficiency Boost: Double or triple your account capacity per employee

Compliance Made Easy: Stay ahead of regulations effortlessly

Lion has transformed our operations. We're managing more accounts with less stress and better compliance.

- Sarah J., Custodian

Lion has transformed our operations. We're managing more accounts with less stress and better compliance.

- Sarah J., Custodian

Lion has transformed our operations. We're managing more accounts with less stress and better compliance.

- Sarah J., Custodian

Explore Lion

Explore Lion

Explore Lion

Guardian:
Pioneering Solo 401(k) Recordkeeping

Be the hero your clients need with the first-ever dedicated Solo 401(k) recordkeeping solution.

Be the hero your clients need with the first-ever dedicated Solo 401(k) recordkeeping solution.

Be the hero your clients need with the first-ever dedicated Solo 401(k) recordkeeping solution.

Industry First: No competitors, just innovation

Compliance Assurance: Prevent common pitfalls that could cost your clients dearly

Revenue Boost: Unlock new income streams with our unique model

Lion has transformed our operations. We're managing more accounts with less stress and better compliance.

- Sarah J., Custodian

Lion has transformed our operations. We're managing more accounts with less stress and better compliance.

- Sarah J., Custodian

Lion has transformed our operations. We're managing more accounts with less stress and better compliance.

- Sarah J., Custodian

Discover Guardian

Discover Guardian

Discover Guardian

Cutting-Edge Technology Meets
Industry Expertise

At SEPira(k), we're not just tech geeks - we're industry insiders.
Our platforms are built by self-directed custodians for self-directed custodians.

User-Centric Design:
Workflows that actually make sense for your business

Continuous Improvement:
We evolve as fast as the industry does

Unparalleled Support:
We speak your language, not tech jargon

Don't Just Take Our Word For It

SEPira(k)'s solutions have revolutionized how we manage self-directed accounts. It's like they read our minds!

Emily R., TPA

SEPira(k)'s solutions have revolutionized how we manage self-directed accounts. It's like they read our minds!

Emily R., TPA

SEPira(k)'s solutions have revolutionized how we manage self-directed accounts. It's like they read our minds!

Emily R., TPA

I used to dread dealing with alternative assets. Now, it's the easiest part of my day thanks to Lion.

Michael S., Trustee

I used to dread dealing with alternative assets. Now, it's the easiest part of my day thanks to Lion.

Michael S., Trustee

I used to dread dealing with alternative assets. Now, it's the easiest part of my day thanks to Lion.

Michael S., Trustee

Guardian has given us a competitive edge in the Solo 401(k) market. It's a game-changer.

Laura B., Financial Advisor

Guardian has given us a competitive edge in the Solo 401(k) market. It's a game-changer.

Laura B., Financial Advisor

Guardian has given us a competitive edge in the Solo 401(k) market. It's a game-changer.

Laura B., Financial Advisor

Innovation That Pays for Itself

Increase your capacity without increasing headcount

Streamline operations and reduce administrative overhead

Unlock new revenue streams with cutting-edge solutions

Our unique pricing models ensure that as you grow, we grow together.
No more paying for features you'll never use.

Ready to step into the future of self-directed retirement solutions?

Schedule a Demo

Schedule a Demo

Schedule a Demo

Speak with a Specialist

Speak with a Specialist

Speak with a Specialist

Don't let outdated software hold you back. Join the SEPira(k) revolution and become the leader in self-directed retirement solutions your clients deserve.