Lion Trust Accounting: Empowering Trustees and Custodians

Lion Trust Accounting: Empowering Trustees and Custodians

Revolutionize Your Self-Directed IRA Management

Revolutionize 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.

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.

Schedule a Demo

Schedule a Demo

Unmatched Scalability

Double or Triple Your Account Capacity

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.

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

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

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

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.

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

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

Mastering the Complexity of Alternative Assets

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:

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.

Explore Lion

Explore Lion

Explore Lion

Compliance and Reporting

Compliance and Reporting

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

Seamless Integration with Your Existing Tools

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.

Integration and Flexibility

Seamless Integration with Your Existing Tools

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.

Integration and Flexibility

Seamless Integration with Your Existing Tools

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.

Predictable Pricing

Scale Your Business with Confidence

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:

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

With Lion, you can forecast your technology costs accurately as you expand your business.

Comprehensive Training and Support

Empowering Your Team for Success

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

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

Comprehensive Training and Support

Empowering Your Team for Success

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

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

Comprehensive Training and Support

Empowering Your Team for Success

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

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

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 revolutionize your
self-directed IRA management?

Schedule a Demo

Schedule a Demo

Schedule a Demo

Contact Our Sales Team

Contact Our Sales Team

Contact Our Sales Team

Discover how Lion Trust Accounting can transform your business, increase your capacity, and set you apart in the self-directed IRA market.