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.
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Pascal WealthTech acquires digital marketing platform for advisors
Investment Executive reports that with the acquisition of Living Wealth, Pascal WealthTech adds to its digital client engagement offering, including InvestorEQ, a behavioural finance tool. READ THE FULL ARTICLE
Choosing funds for clients? Get ready to show your work
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, […]
Howard Atkinson appointed chief business officer of Pascal Financial
In Investment Executive, Frances Zomer talks about what Atkinson, the former president of Horizons ETFs Management (Canada) Inc., brings to Pascal. Read The Full Article