Customizable financial services platform
Explore platform managment features
A transparent customer dashboard
Integrate Trust into your business
Traditional or self-directed retirement
Cash and asset management solutions
Centralize, receive & distribute funds
PPM investment solutions
Simplified consolidation and management
Easily on-board and manage escrow
Money Services Business
MSB Wire and ACH solutions
About American Estate & Trust
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—Getting Back To The Basics—
The BusinessPlatform Dashboard is where you'll find your Cash Available, Account Balance, and Posted and Pending Transactions.
—Re-Evaluating How You Work —
Our Business Platform allows you to track all of your businesses funds, pay bills, send and receive funds, manage important documents, manage your customers, and have easy access to our API.
—Visualize Your Clientele —
The Business Platform Customers Tab let's you see what's important at first glance, and take a deeper dive managing your customers accounts.
—Developing For All—
The Business Platform Developer Tab allows you access our API with ease by creating different keys with unique permissions.
—Batch or Solo—
Paying your bills has never been easier. Our Batch Bill Pay feature allows you to pay multiple bills to multiple vendors all at once.
The Business Platform Accounts Tab lets you link external bank accounts for simplified distribution.
The Business Platform Documents Tab displays every document you upload, gives you the ability to upload new docs, and download them to your desktop.