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

We know that many financial products already handle alternative investments for their customers. The missing link is that customers also want the ability to house their assets in retirement accounts. The IRA built for advantages and increased assets under management.

Accuplan has been part of the self-directed industry for over 20 years. As such, we partner with businesses of all sizes to expand and grow their retirement account services.

Using our Platform, you'll be able to:

Send investment opportunities to multiple clients quickly and easily
Gain ease and fluidity of onboarding and vetting potential users
Add and leverage retirement services with existing accounts
Create investment template for batch or single invites
Pay vendors, dividends and distributions using batch pay feature
Manage all costs directly tied to your self-directed IRA

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

Provide your team with the tools to quickly expand your business. Save development time and resources by integrating with a pre-built solution for retirement accounts and alternative investments.

Organized around REST and JSON API specifications, we provide easy integration with modern programming languages. Your developer will be right at home integrating.

Accuplan has 20+ years in the self-directed industry and 25+ years as a trusted B2B partner.

See our Investment Platform or API in action.

Accuplan has been the trusted choice of B2B's for over 25 years. Schedule a Virtual Walkthrough with our expert business development team today.

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