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.
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.
TPA Testimonial Placeholder
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
Effortlessly manage rental income
Seamlessly handle private placement investments and stock conversions
Navigate recharacterizations, in-kind transfers, and Roth conversions with ease
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
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
Predictable costs as you scale your operations
No surprises or hidden fees
Align your revenue growth with manageable expenses
Comprehensive onboarding and training programs
Ongoing support to maximize platform utilization
Increase job satisfaction and efficiency among your staff
The Clear Choice for
Forward-Thinking Trustees
and Custodians
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