Alt-Nav™: A Faster Way to Put Retirement Funds to Work in Alternative Investments
Simple. Streamlined. Efficient. Finally.
The Alt-Nav™ guided online investing experience makes the alternative investment process faster, simpler and better than ever for your clients and investors to invest retirement funds in alternative assets. Alt-Nav™ streamlines what has been a complex and paper-intensive process by using innovative technology to cut the investment process from weeks to days. Recently, PENSCO received the 2018 WealthManagement Industry Award for Alternative Assets as a result of the Alt-Nav technology. In 2016, Alt-Nav was named 'Most Innovative Technology Solution' by HFM US during their 2016 Technology Awards.
Whether you’re a capital raiser whose investors want to use retirement funds to participate in your offering or a financial advisor whose client is building their nest egg with alternative investments, Alt-Nav™ offers a better way to transact alternative asset deals.
Alt-Nav™ uses intuitive upload and drag-and-drop features to save time by eliminating the need to scan, copy, fax or mail documents
Alt-Nav™ clears the path to alternative investing by simplifying a complex and multi-step process from weeks to days
Alt-Nav™ tools provide a guided experience that streamlines the alternative investment process and creates a better way to transact deals
Open. Fund. Invest. Done
Alt-Nav™ online investing technology is evolving PENSCO’s premier alternative asset and retirement account expertise into a completely digitized process. We can support you and your clients not only in account creation, but also across all facets of an asset’s administration over its lifetime.
|Core Alt-Nav™ Functionality|
Online account opening
Online account funding
Digital document submission
Online alternative investing
E-signatures and identity verification