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.

Intelligent Investment Outcomes

Pascal combines intelligent algorithms with behavioural finance to produce risk managed investment portfolios that align advisors and clients. From AI optimization to building model portfolios in minutes, advanced portfolio building tools let clients see your value and trust your advice.

Hyper-personalized Client Engagment

Beginning with the advanced InvestorEQ™ profile, Pascal’s integrated client engagement delivers the highly 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.

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84%

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.

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Pascal for Portfolio Managers

Pascal delivers the integrated turnkey asset management program (TAMP) technology and tools for advisors to become independent portfolio managers.

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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.

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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.

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