Alt-Nav™ Online Investing Technology

Award-winning Alt-Nav™: a faster way to put retirement funds to work with alternative investments.

Simple. Streamlined. Efficient.

The Alt-Nav guided online investing experience makes the alternative investment management 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.

The technology received the 2018 WealthManagement.com Industry Award for Alternative Assets. In 2016, Alt-Nav was named 'Most Innovative Technology Solution' by HFM US during its 2016 Technology Awards (reflected as Pacific Premier Trust's former name, PENSCO).

Core Alt-Nav™ Functionality

• Online Account Opening
• Online Account Funding
• Digital Document Submission
• Online Alternative Investing
• E-Signatures and Identity Verification

Faster	Simpler	Better
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 Pacific Premier Trust’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.

 

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