PENSCO nominated by PENSCO Trust Company

  • Previously complex and paper intensive account opening, funding, and investment process
  • Typically weeks to accomplish
Implementation & Innovation
  • Individual investors can follow a step-by-step guided process to open, fund and invest online for certain asset classes
  • Capital raisers  have online tools to drag and drop the documents required to get their investment reviewed by PENSCO
  • Internal case management solution to track and expedite the client process
  • Reduces typical process of investing in alternative investments with an IRA from weeks to days
  • Client transparency, administrative accuracy and an intuitive user experience
  • MEAN Stack (MongoDB, Express Engine, Anjular.js, Node.js) for web based client tools
  • IBM Business Process Manager for internal case management solution
  • Apex Coach Views toolkit by Apex Process Consultants