Fintech News looks at the top nine trends wealth management firms must prioritize in 2021 featuring the Pascal platform for ecosystem collaboration with wealth management firms.
In a statement to Advisor’s Edge, Howard Atkinson, Pascal’s chief business officer, said the firm’s Portfolio Optimizer delivers “a reasonable range” of investment options based on a client’s risk profile, […]
Fidelity Clearing Canada in Wealth Professional Canada Magazine on how Pascal’s innovative platform and agile technology stack enabled the company to leverage their API framework. Read The Full Article