Business Investment Platform | Accuplan’s API
Business Investment Platform | Accuplan’s API
Built to serve the alternative investment space.
A Platform Built for Your Business and Your Clients
Simplified Solutions for Complicated Problems.
Using our Platform, you’ll be able to:
- Send investment opportunities to multiple clients quickly
- Streamline onboarding and vetting processes
- Add retirement services to existing accounts
- Create investment templates for batch invites
- Process vendor payments, dividends, and distributions via batch pay
- Manage self-directed IRA costs directly
Empower Clients with Industry Specific Software
Financial Capabilities
- Collect fees from customers and investors
- Link external accounts
- Pay dividends and distributions
- Verify investor accreditation
Digitized Administration
- Self-service client portals
- Digital onboarding
- Automated reports
Asset Management
- Prepare investment options
- Save as templates
- Bulk invite investors
- Monitor and track performance
An API Solution For Tech Savvy Business
Tools to quickly expand your business offerings. The API is organized around REST and JSON specifications for easy integration with modern programming languages.
Accuplan has 20+ years in the self-directed industry and 25+ years as a trusted B2B partner.