American Estate & Trust Launches API That Lets Platforms Embed a Regulated Directed TrusteeProgrammatic onboarding and directed trustee services let technology platforms, insurers, and institutions build regulated trust and retirement capabilities into their own products
Beagle and American Estate and Trust Partner to Streamline 401(k) to Self-Directed IRA RolloversPartnership enables efficient discovery and transfer of retirement assets into self-directed accounts for alternative investment opportunities
