Advisor Services

PENSCO Institutional Platform (PIP) for Advisors

The PENSCO Institutional Platform (PIP) is a suite of premium support and services for advisors who are integrating tax-deferred alternative asset investing into their practices. When you sign on to the PENSCO Institutional Platform (PIP), we do more to help you serve your clients.

Integrating your systems technology with PENSCO

• PENSCO client data exchange transfers data to and from your firm's internal systems
• PENSCO systems integrate client's account data into your firm's preferred client portfolio management system
• Our advisor website provides secure access to confidential client data, and confidential client documents

Managing client accounts at PENSCO

• PENSCO Relationship Managers (RMs) are available to answer questions and assist clients
• Our specialized Operations Team ensures fast, accurate conversion of accounts
• Our investment Product Service Team guides you through the complex real estate, secured and unsecured promissory notes, or private equity investment process
• Bulk processing of client payment transactions
• Customizable email alert preferences for your advisory firm and your clients

End-client education events and materials

Our educational Webinar Series offers a wide range of alternative investing topics and insights:

• Advisor / client education / orientation package: "PENSCO-in-a-Box"
• Other educational content available to advisors can address the specifics of real estate, private placement, or secured or unsecured promissory note investing

Contact us

To learn more about how PENSCO can help you build your alternative asset practice, call our Advisor Services Group hotline at 855.291.4732. Team with us, and we'll demonstrate our commitment to your success.