Built for Alternative Assets
Modern Trust Accounting for
Self-Directed IRAs & Solo 401(k)s
Modern Trust Accounting for Self-Directed IRAs & Solo 401(k)s
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.
Why Legacy Trust Software is Costing You Growth
Why Legacy Trust Software is
Costing You Growth
Why Legacy Trust Software is Costing You Growth
The Compliance Trap: Stop using "one size fits all" software for complex assets. Our logic engine automates 1099-R 5498 and 5500-EZs to keep you audit-ready.
Using only 10% of your trust
software’s features?
The Compliance Trap: Stop using "one size fits all" software for complex assets. Our logic engine automates 1099-R 5498 and 5500-EZs to keep you audit-ready.
Generic platforms treat alternative assets like public equities, forcing you into manual workarounds that increase audit risk and cap your capacity.
Struggling with platforms not designed
for self-directed assets?
Generic platforms treat alternative assets like public equities, forcing you into manual workarounds that increase audit risk and cap your capacity.
The Efficiency Ceiling: Traditional reconciliation takes days. With our auto-reconciliation engine, you close the month in minutes, not hours.
Feeling left behind in
the digital age?
The Efficiency Ceiling: Traditional reconciliation takes days. With our auto-reconciliation engine, you close the month in minutes, not hours.
Modern Solutions for Retirement Account Management
Modern Solutions for Retirement Account Management
Lion: Your Command Center for Alternative Assets
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.
Guardian: Unlock New Revenue With The Dedicated White-Label Platform for the Solo 401(k) Market
Capture the booming Solo 401(k) market with a platform that eliminates 90% of the friction. Speed, compliance, and branding—under your control.
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.
Technology Backed by Human Expertise
Technology Backed by Human Expertise
End-User Support
We act as an extension of your team, answering your clients' technical questions so you can focus on strategy.
Bank-Grade Security
Protected by SOC-2 Type 2 standard protocols and comprehensive audit trails. Your data—and your reputation—is always secure.
Seamless Integration
Direct API integrations with banking partners and CRMs to eliminate double-entry errors.
User-Centric
DesignWorkflows that make
sense for your business.
Continuous Improvement
We evolve as fast as the industry does.
Unparalleled Support
We speak your language, not tech jargon.
User-Centric
DesignWorkflows that make
sense for your business.
Continuous Improvement
We evolve as fast as the industry does.
Unparalleled Support
We speak your language, not tech jargon.
User-Centric
DesignWorkflows that make
sense for your business.
Continuous Improvement
We evolve as fast as the industry does.
Unparalleled Support
We speak your language, not tech jargon.
User-Centric
DesignWorkflows that make
sense for your business.
Continuous Improvement
We evolve as fast as the industry does.
Unparalleled Support
We speak your language, not tech jargon.
User-Centric
DesignWorkflows that make
sense for your business.
Continuous Improvement
We evolve as fast as the industry does.
Unparalleled Support
We speak your language, not tech jargon.
User-Centric
DesignWorkflows that make
sense for your business.
Continuous Improvement
We evolve as fast as the industry does.
Unparalleled Support
We speak your language, not tech jargon.
User-Centric
DesignWorkflows that make
sense for your business.
Continuous Improvement
We evolve as fast as the industry does.
Unparalleled Support
We speak your language, not tech jargon.
User-Centric
DesignWorkflows that make
sense for your business.
Continuous Improvement
We evolve as fast as the industry does.
Unparalleled Support
We speak your language, not tech jargon.
Trusted by the Industry's Fastest Growing Firms
Trusted by the Industry's Fastest Growing Firms
Lion is actually made for self-directed IRAs. It’s like trading in a bicycle for a car— faster, smoother, without weird workarounds.
Trust Company Executive
Just having the option for clients... I’ve made an additional $50,000 in fees. Clients are starving for alternative investments, and they love us for helping them
CPA, Texas
Audit prep used to take days pulling reports and cross-checking. Now it takes hours. We cut our prep time at least 70%
Operations Manager
SEPira(k) revolutionized how we manage self-directed accounts. It’s like they read our minds!
Emily R.,
TPALion is actually made for self-directed IRAs. It’s like trading in a bicycle for a car— faster, smoother, without weird workarounds.
Trust Company Executive
Guardian has given us a competitive edge in the Solo 401(k) market.
Laura B.,
Financial AdvisorSEPira(k) revolutionized how we manage self-directed accounts. It’s like they read our minds!
Emily R.,
TPALion is actually made for self-directed IRAs. It’s like trading in a bicycle for a car— faster, smoother, without weird workarounds.
Trust Company Executive
Guardian has given us a competitive edge in the Solo 401(k) market.
Laura B.,
Financial AdvisorSEPira(k) revolutionized how we manage self-directed accounts. It’s like they read our minds!
Emily R.,
TPALion is actually made for self-directed IRAs. It’s like trading in a bicycle for a car— faster, smoother, without weird workarounds.
Trust Company Executive
Guardian has given us a competitive edge in the Solo 401(k) market.
Laura B.,
Financial AdvisorSEPira(k) revolutionized how we manage self-directed accounts. It’s like they read our minds!
Emily R.,
TPALion is actually made for self-directed IRAs. It’s like trading in a bicycle for a car— faster, smoother, without weird workarounds.
Trust Company Executive
Guardian has given us a competitive edge in the Solo 401(k) market.
Laura B.,
Financial Advisor
SEPira(k) revolutionized how we manage self-directed accounts. It’s like they read our minds!
Emily R.,
TPALion is actually made for self-directed IRAs. It’s like trading in a bicycle for a car— faster, smoother, without weird workarounds.
Trust Company Executive
Guardian has given us a competitive edge in the Solo 401(k) market.
Laura B.,
Financial AdvisorSEPira(k) revolutionized how we manage self-directed accounts. It’s like they read our minds!
Emily R.,
TPALion is actually made for self-directed IRAs. It’s like trading in a bicycle for a car— faster, smoother, without weird workarounds.
Trust Company Executive
Guardian has given us a competitive edge in the Solo 401(k) market.
Laura B.,
Financial AdvisorSEPira(k) revolutionized how we manage self-directed accounts. It’s like they read our minds!
Emily R.,
TPALion is actually made for self-directed IRAs. It’s like trading in a bicycle for a car— faster, smoother, without weird workarounds.
Trust Company Executive
Guardian has given us a competitive edge in the Solo 401(k) market.
Laura B.,
Financial AdvisorSEPira(k) revolutionized how we manage self-directed accounts. It’s like they read our minds!
Emily R.,
TPALion is actually made for self-directed IRAs. It’s like trading in a bicycle for a car— faster, smoother, without weird workarounds.
Trust Company Executive
Guardian has given us a competitive edge in the Solo 401(k) market.
Laura B.,
Financial Advisor
A Partnership Model That Scales With You
A Partnership Model That Scales With You
Turn your back-office cost center into a profit center. Pay only for the features you use, ensuring your margins grow as your AUM grows.
Turn your back-office cost center into a profit center. Pay only for the features you use, ensuring your margins grow as your AUM grows.
Efficiency
Increase your capacity without increasing headcount
Productivity
Streamline operations and reduce administrative overhead
Innovation
Unlock new revenue streams with cutting‑edge solutions
Ready to Modernize Your Trust Accounting?
Ready to Modernize Your Trust Accounting?
Ready to Modernize Your Trust Accounting?
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.
Resources
Contact Info
Email:
info@sepirak.com
Phone:
(302)947-5447
© 2025 SEPira(k). All rights reserved.
Resources
Contact Info
Email:
info@sepirak.com
Phone:
(302)947-5447
© 2025 SEPira(k). All rights reserved.
Resources
Contact Info
Email:
info@sepirak.com
Phone:
(302)947-5447
© 2025 SEPira(k). All rights reserved.