Pascal for Independent Advisors

 

Pascal’s “advisor-in-a-box” solution gives independent financial advisors the fully integrated digital tools they need to scale their operations and grow their practices. From digital onboarding to model portfolios and integrated client engagement tools, the Pascal platform enables the independent advisor to deliver the digital client experience necessary for success.

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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

66%

of investors say they trust their investment firm more because of increased use of technology.

CFA INSTITUTE EARNING INVESTORS TRUST SURVEY 2020

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

Integrated Behavioural Finance with InvestorEQ™

Pascal’s InvestorEQ™ uses behavioural science to create advanced KYC/CKY (Client Know Yourself) profiles and integrates them into every part of the advisory practice, from compliance to investing and client communications.

Seamless Digital Onboarding

 

Pascal integrates global technology partners to deliver 100% digital onboarding, enhancing the client experience while saving time and minimizing risk.

Intelligent Portfolio Builder

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

Streamlined Digital Compliance

 

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

Mobile App

 

Let your clients communicate with you and access their investment portfolio on their preferred device whenever they want and wherever they are with the Pascal mobile app.


White-Labelling

 

The Pascal platform and mobile app can be white-labelled to promote your practice’s brand to your clients.

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Goals-based Planning

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

Enhanced Client Engagement

 

Integrated CRM, secure video and messaging, and content engagement hub all work with advanced InvestorEQ™ profiles to deliver highly personalized communications to build engagement, retention, and referrals.

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 an advisor’s day-to-day and minimize risk.

Customized Workflows and Alerts

 

Set your own workflows and alerts to conform Pascal to your practice and help you structure your day-to-day.

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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