Lion Trust Accounting: Empowering Trustees and Custodians

Guardian 401(k) Recordkeeping
Solution

Advance Your Self-Directed IRA Management

Unlock unprecedented efficiency and growth for your self-directed IRA business. Lion Trust Accounting is the game-changing solution designed specifically for Trustees and Custodians managing 4,000 to 50,000+ IRA holder accounts.

Unmatched Scalability

Unmatched Scalability

Double or Triple Your Account Capacity

Double or Triple Your Account Capacity

With Lion, you can increase your account management capacity from the industry standard of 160-200 accounts per employee to an impressive 300-600 accounts per FTE.

With Lion, you can increase your account management capacity from the industry standard of 160-200 accounts per employee to an impressive 300-600 accounts per FTE.

Maximize efficiency without increasing headcount

Leverage your existing trained workforce

Accelerate onboarding for new employees with intuitive, modern tools

I have used 2 of the other big players in this industry: One had a setup time of a YEAR, on launch day, it was still not ready, full of workarounds and IT tickets. The other looked like it was from 1980 and cost an arm and a leg, not to mention wasn't capable of API integrations.

TPA Testimonial

Elevate Your IRA Management Services with Lion trust Accounting

Real-Time Fee Collection

Bill end-user IRA holder accounts instantly for services rendered

Improve cash flow and reduce administrative overhead

Seamless

Migration

Comprehensive support for migrating existing customers

We can guide or lead the integration process with timelines, feature parity analysis, and project planning

Instill confidence in your team with a partnered hands-on approach

Rapid
Integration

Get up and running in weeks or a few months, not 6-8 months like our competitors

Faster time to market means quicker realization of benefits

Streamlined Data Entry

Eliminate redundant data entry with our IRA Holder
Account Portal

Direct access to online forms for applications, buy/sell
directions, transfers, rollovers, etc.

Budget-Friendly Transition

Run Lion in parallel with your current solution without
increasing costs

Migrate accounts in batches to minimize disruption
and manage expenses

Purpose-Built for Self-Directed IRAs

Purpose-Built for Self-Directed IRAs

Mastering the Complexity of Alternative Assets

Mastering the Complexity of Alternative Assets

Lion is founded on self-direction and alternative assets. Every feature is designed with your unique needs in mind:

Lion is founded on self-direction and alternative assets. Every feature is designed with your unique needs in mind:

Effortlessly manage rental income

Seamlessly handle private placement investments and stock conversions

Navigate recharacterizations, in-kind transfers, and Roth conversions with ease

Lion's DNA is self-directed IRAs. We're not an afterthought – we're your dedicated partner in alternative asset management.

Lion's DNA is self-directed IRAs. We're not an afterthought – we're your dedicated partner in alternative asset management.

Compliance
and Reporting

Impress Auditors
and Regulators

Generate comprehensive reports at the click
of a button

Easily collect and present documents and
data for audits

Streamline compliance processes with our purpose-built tools

Robust Reporting
Capabilities

Daily cash, wire, and ACH reports for balancing accounts

Custom report generation for unique business needs

Effortless reporting for external provider relationships and TPAs

Integration and Flexibility

Integration and Flexibility

Seamless Integration with Your Existing Tools

Seamless Integration with Your Existing Tools

Lion's modern architecture is designed for easy integration:

Lion's modern architecture is designed for easy integration:

Connect with popular SaaS and cloud-based tools

No need for expensive connector tools like Boomi or Zapier

API-first design for maximum flexibility and customization

Integrate Lion with your favorite CRM, payment processor, or business tool without the headache of compatibility issues.

Integrate Lion with your favorite CRM, payment processor, or business tool without the headache of compatibility issues.

Predictable Pricing

Predictable Pricing

Scale Your Business with Confidence

Scale Your Business with Confidence

Our pricing model is designed to support your growth:

Our pricing model is designed to support your growth:

Predictable costs as you scale your operations

No surprises or hidden fees

Align your revenue growth with manageable expenses

We know how challenging it is to manage compliance, find reliable technology, and successfully launch new, high-revenue products. We've simplified the entire process.

We know how challenging it is to manage compliance, find reliable technology, and successfully launch new, high-revenue products. We've simplified the entire process.

Comprehensive Training and Support

Comprehensive Training and Support

Empowering Your Team for Success

Empowering Your Team for Success

We believe in the power of educated users:

We believe in the power of educated users:

Comprehensive onboarding and training programs

Ongoing support to maximize platform utilization

Increase job satisfaction and efficiency among your staff

Unlock compounding income and double your operational efficiency with the Lion platform.

Unlock compounding income and double your operational efficiency with the Lion platform.

The Clear Choice for
Forward-Thinking Trustees
and Custodians

Unmatched Efficiency

Double or triple your account capacity

Unmatched Efficiency

Double or triple your account capacity

Unmatched Efficiency

Double or triple your account capacity

Faster Integration

Go live in weeks or months, not 6-8 months like other solutions

Faster Integration

Go live in weeks or months, not 6-8 months like other solutions

Faster Integration

Go live in weeks or months, not 6-8 months like other solutions

Purpose-Built

Designed specifically for self-directed IRAs and alternative assets

Purpose-Built

Designed specifically for self-directed IRAs and alternative assets

Purpose-Built

Designed specifically for self-directed IRAs and alternative assets

Seamless Migration

Comprehensive support for transitioning from your current solution

Seamless Migration

Comprehensive support for transitioning from your current solution

Seamless Migration

Comprehensive support for transitioning from your current solution

Cost-Effective

Predictable pricing that scales with your business

Cost-Effective

Predictable pricing that scales with your business

Cost-Effective

Predictable pricing that scales with your business

Compliance-Ready

Impress auditors and regulators with comprehensive reporting

Compliance-Ready

Impress auditors and regulators with comprehensive reporting

Compliance-Ready

Impress auditors and regulators with comprehensive reporting

Integrations

Connect easily with your existing tools and workflows

Integrations

Connect easily with your existing tools and workflows

Integrations

Connect easily with your existing tools and workflows

Expert Support

Dedicated training and ongoing assistance for your team

Expert Support

Dedicated training and ongoing assistance for your team

Expert Support

Dedicated training and ongoing assistance for your team

Ready to upgrade your self-directed IRA management?

Ready to upgrade your self-directed IRA management?

Ready to upgrade your self-directed IRA management?

Lion's training program was exceptional. Our team was up and running quickly, and their ongoing support has been invaluable.