Integrated. Intelligent. Intuitive.
Wealth management technology to empower financial advisors. Take back your time, reduce your costs and grow your business.
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END-TO-END DIGITAL PLATFORM
Wealth management technology that’s designed for advisors.
Best-in-Class User Experience
While the technology is complex, your experience is anything but. Pascal reduces advisor stress, delivering an easy and enjoyable online experience that you and your clients have come to expect in other industries. Increase retention and attract new clients.
Streamlined Digital Compliance
Take back up to half of your time with 100% digital compliance and on-boarding. Advanced KYC/CKY profiles developed with our behavioural finance tool InvestorEQ™ delivers end-to-end compliance, reducing admin time and costs while minimizing risk. Build client trust and grow referrals.
Integrated Account Management
Pascal combines integrated account management with behavioural finance to align advisors and clients and produce better investment outcomes. By optimizing the client journey across desktop and mobile devices, clients see your value and trust your advice.
Personalized Client Engagement
Beginning with the advanced InvestorEQ™ profile, Pascal’s integrated client engagement delivers the hyper-personalized service people expect today. From active client alerts to real-time communications, goals-based planning tools to customized content, increase your client engagement and retention.
Tailored digital technologies
Pascal platforms tailored to your needs.
Tailored digital technologies give organizations a strong competitive advantage. From the independent financial advisor to enterprise wealth management, Pascal is designed to the requirements of your business model.
READ about pascal84%
of advisors said reducing stress would have a positive effect in their business or personal life.
Financial Planning Association War on Stress Report 2019
70%
of customers say connected processes are very important to winning their business.
Salesforce State of the Connected Customer Second Edition
63%
of advisors say not communicating with clients in a way they expect would cause them to leave their advisor.
2020 Natixis Global Survey of Financial Professionals
Pascal for Independent Advisors
A comprehensive, end-to-end digital platform that seamlessly integrates all aspects of the independent advisory practice. READ MORE
Pascal for Portfolio Managers
Pascal delivers the integrated account management, client engagement, and digital onboarding portfolio managers need to differentiate their firms and grow in an increasingly competitive market. READ MORE
Pascal for Wealth Enterprises
Give your advisors the technology they need for success. Pascal’s enterprise-ready platform delivers the integrated tools you need to attract and retain the best talent and help your grow your firm. READ MORE
Pascal for Family Offices
Pascal enables the family office to see the big picture with a fully integrated digital platform. From best-in-class user design to dynamic risk profiling and hyper-personalized client engagement, you’ll deliver the ‘wow’ experience your ultra-high net worth clients demand. READ MORE
Pascal for Credit Unions
Pascal enables credit unions to realize the growth potential in wealth management. Our values-based, highly personalized approach enables advisors to develop deep relationships with members, while delivering operational efficiencies to serve a broader membership base. Better serve and retain members by offering the advice they need. READ MORE
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