Pascal for Independent Advisors

Pascal’s all-in-one software solution gives independent financial advisors the fully integrated digital tools they need to scale their operations and grow their practices. From digital onboarding to digital account management and integrated client engagement tools including CRM and mobile app, the Pascal platform enables the independent advisor to deliver the client experience necessary for success.

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 (Know Your Client / 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.

Integrated Account Management

Pascal delivers integrated account management, optimizing the client journey on desktop and mobile devices.

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 Responsive Design

Let your clients communicate with you and access their investments on their preferred device whenever they want and wherever they are with our mobile responsive design.

White-Labelling

The Advisor Success Platform can be white-labelled to promote your practice’s brand to your clients.

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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 and custody services, Pascal seamlessly integrates the back-office to remove the complexity from an advisor’s day-to-day, minimizing risk and realizing operational efficiencies.

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.

Dedicated Concierge Team

Our best-in-class user experience starts with a concierge team that is committed to your success. Our specialists provide the dedicated support and easy to understand training you need to realize the full benefits of our integrated digital platform.

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