Pascal for Family Offices

 

Family office clients demand more. Pascal delivers with an intuitive and fully integrated platform, providing a holistic view of the ultra-high net worth family. Seeing the big picture allows you to better understand their needs and opens up new opportunities.

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86%

of UNHW investors said it was important for their wealth manager to be at the forefront of digital technology.

Roubini ThoughtLab 2021 Wealth and Asset Management Report

78%

of ultra-high net worth investors want evidence that investment recommendations match their risk profile.

FactSet 2020 Digital Wealth Management Report

63%

of UHNW clients want mobile services that provide access to their dedicated advisor to help them whenever they need it.

Accenture, 2020 The New Face of Wealth Management

Multi-Asset Class Data Aggregation & Reporting

The Pascal platform allows for alternatives and private investments to be aggregated with all other publicly traded securities, giving families a consolidated view of their investment holdings, and improving visibility and efficiency for the family office.

Seamless and Secure Digital Document Signing

 

Pascal integrates global technology partners to deliver 100% digital document signing, enhancing the user experience by enabling family members to sign documents quickly and easily wherever they are in the world using military-grade, signature technology.

Intelligent Portfolio Builder

From AI-powered algorithms to model portfolios, Pascal delivers the most comprehensive suite of intelligent portfolio planning tools available for wealth managers in an integrated platform.

Streamlined Digital Compliance

 

Digital compliance creates a highly efficient, paperless process reducing time and costs on administration, saving wealth advisors up to 50% of admin time while minimizing risk and building trust.

Mobile App

 

Let family members communicate with you and your professional team and access their investment portfolio on their preferred device, whenever they want and wherever they are with the Pascal mobile app.

 

White-Labelling

 

For multi-family offices, the Pascal platform and mobile app can be white labelled to promote your family office brand and services to your ultra-high net worth clients.

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Goals-based Planning

Goals-based wealth planning tools set expectations around family goals producing better investment outcomes and family engagement.

Enhanced Client Engagement

 

Integrated CRM, secure video and messaging, and content engagement hub all work with advanced InvestorEQ profiles to deliver the hyper-personalized, real-time communications UHNW families’ demand.

Seamless Digital Integration of Back-Office Services

From compliance to reporting, trade execution and custody services, Pascal seamlessly integrates the back-office to remove the complexity from the wealth manager’s day-to-day and minimize risk.

Customized Workflows and Alerts

 

Customized workflows and alerts at both the team member and firm level enable wealth managers to organize their day-to-day while fitting within the family office’s operating and compliance structure.

Integrated Behavioural Finance with InvestorEQ™

Pascal’s InvestorEQ™ leverages behavioural science to create eight advanced KYC/CKY (Client Know Yourself) risk profiles and integrates them into every part of the practice, allowing the family office to get deeper insights into the risk profiles of all family members and better communicate investment risk to them.

Flexible Custodian Structure

Pascal’s flexible custodian structure enables the platform to work with multiple custodians.

Peace-of-Mind Platform Security

 

Pascal’s fully secure platform built on audited industry standards delivers peace-of-mind to advisors and clients.

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