Lion Trust Accounting for Self-Directed Custodians
Revolutionizing Trust Accounting for Self-Directed IRAs
Meet Lion: King of the
Self-Directed Trust Accounting Jungle
Stop paying for antiquated trust software where 90% of features go unused, and the remaining 10% don't fit your unique needs. Lion delivers a purpose-built solution for the self-directed IRA industry.
Why Lion Reigns Supreme
Unparalleled UI/UX for processors, light years ahead of the competition
Designed by industry insiders who truly understand self-directed IRAs
Uniquely equipped to handle diverse asset types sought by IRA holders
Streamlined fee collection with real-time charging and processing
API-first design for seamless integration and customization
In just 5 minutes, you'll see why Lion is years ahead of the competition. Experience the future of trust accounting today!
Built for Your Unique Needs
Lion Trust Accounting delivers workflows specifically designed for:
Acquiring and managing assets with rental income
Handling (un)secured notes
Managing private placements
Overseeing mineral rights
Supporting any alternative IRS-allowed investment
Our solution is crafted by trustees and custodians who live and breathe the self-directed space. No other competitor can make this claim.
Unleash the Power of Integration
Lion's API-first approach sets a new standard in trust accounting:
Build on the same APIs that power our cutting-edge UI/UX
Seamlessly integrate
with your existing systems
Retain your current onboarding and client management flows
Create efficiencies unattainable with existing market tools
Integration Made Easy
Connect Lion with industry-leading tools and services:
Our team often handles most of the integration work, ensuring a smooth transition to Lion's ecosystem.
Increase the number of accounts each processor can manage
Reduce time spent on administrative tasks
Focus more on client relationships and less on backend processes
Lion empowers your team to work smarter, not harder.
Experience the efficiency that comes with purpose-built software.
Leverage Lion's Built-in Tools
Onboarding applications
Buy direction (BDLs) and sell direction (SDLs) forms
Payment authorization (PALs)
Power of Attorney (POAs)
Interested parties (IPDs)
Any other required self-directed asset management forms
Or, Seamlessly Integrate Your Existing Systems:
Pipe data from your current form inputs directly into Lion
Let processors approve or complete requests with ease
Flexible Document Storage
Store documents directly in Lion to cut costs
Or access documents stored in your CRM
Improve workflows and save clicks
Increase capacity to manage more IRAs with ease
IRA holder account status
Associated activity logs
Signature records
Disclosure acceptances
Detailed asset reports
IRS forms
Historical records
With Lion, you'll be more than ready for your next audit. Watch as your auditors struggle to maintain their expressionless stares!
Fee Schedules Reimagined
Support complex fee structures with ease
Collect fees in real-time at point of service
Create and manage multiple fee schedules
Set default schedules or customize per IRA holder
Adjust fee schedules on-the-fly
Example: Transfer Request Fee Management
Automatically add fees for the request, wire, and any research
Easily increase, decrease, credit, or add custom fees
Collect fees from IRA cash balance or charge credit cards on file
Set up fallback payment methods for insufficient funds scenarios
Lion's fee management system is what you've been waiting for.
Simplify your billing and improve cash flow today!
Reports That Work for You
Access a wide range of default reports
Create custom reports tailored to your needs
Generate daily, monthly, or quarterly reports
Track cash on hand, outgoing wires, ACH, and checks
Can't find the report you need?
Let us know, and we'll create it for you!
Robust Security Features
Set various access levels for different processor needs
Manage team access with granular controls
Ensure data integrity with strong user management
Lion is currently undergoing SOC 2 Type 2 and PCI audits, demonstrating our commitment to security and compliance.
PRICING
Simple, Transparent Pricing
Annual Lion platform access fee
Per-user seat fee based on end-user IRA holders
No penalties for multiple accounts per user
No Assets Under Management (AUM) fees
Unlike our competitors, you won't be penalize for your success with AUM-based pricing. Grow your business without growing your software costs!
Dedicated assistance with integration and account migration
Comprehensive platform support included in your access fee
No tiered support levels – we provide exemplary service to all clients, big or small
External Onboarding
Integrate with your CRM, embedded forms, or external website using our APIs
Maintain control over your end-user experience
Lion Portal Onboarding
Leverage our efficient onboarding forms
Automatically sync applicant data with your CRM
Existing Client Migration
Carefully mapped account details
Thorough testing and
data validation
Seamless transition for end-users
Improved experience for account processors
Feature
Designed by industry insiders
API-first architecture
Real-time fee collection
Customizable reporting
No AUM-based pricing
Seamless integrations
Purpose-built for self-directed IRAs
Lion
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Ready to experience the future of self-directed trust accounting?
Don't let outdated software hold you back. Embrace the power of Lion and roar past your competition!