Understanding the “Explorer” Behavioural Persona
The InvestorEQ risk tolerance assessment is designed to uncover key psychological factors that…
Pascal Insights
Our top thought leadership, news, press releases and more.
Wealth management insights: Opening digital doors to personalized advice and engagement
Wealth management insights: Opening digital doors to personalized advice and engagement. Pascal President…
Why it’s time for advisors to get personal with technology
Wealth Professional Canada Magazine sat down with Pascal President and CEO Howard Atkinson…
Why CFRs mean it’s time for behaviour-based KYC
Pascal Executive Vice President Mark Doyle talks with Wealth Professional Canada Magazine about…
Pascal Wealthtech snaps up digital advisor engagement company
Wealth Professional Canada Magazine reports that Pascal's acquisition of digital relationship marketing firm…
Pascal WealthTech acquires digital marketing platform for advisors
Investment Executive reports that with the acquisition of Living Wealth, Pascal WealthTech adds…
Pascal Wealthtech Acquires Digital Advisor Engagement Company Living Wealth Media
Toronto, December 15 – Pascal WealthTech announced today that it has acquired Living…
The Digital Imperative: How Digital Technology is Empowering Financial Advisors
Pascal CEO Howard Atkinson's presentation to the Financial Planning Association of Canada Advisor…
Wealth Management in a Digital World. Pascal CEO Howard Atkinson Presentation to the IAFP Symposium.
Pascal CEO Howard Atkinson, one of Canada’s leading wealth management executives, took a…
The future is now for wealth firms.
Make no mistake about it, digital is here to stay,” says Pascal WealthTech’s Howard Atkinson in Investment Executive's coverage of …
Pascal WealthTech gets more backing for growth push
Wealth Professional Canada Magazine reports that Canadian technology company Pascal WealthTech has been…
Pascal Wealthtech Chosen for NextSteps Program, which Supports Early-Stage Canadian Tech Firms
Coverage in Crowdfund Insider that Pascal Wealthtech reveals that after “careful” consideration by…
Pascal WealthTech Selected for NextSteps Program & Pitch Competition
TORONTO, September 21, 2021 – Pascal WealthTech announced today that after careful consideration…
Pascal CEO Howard Atkinson in Conversation with Fintech Canada
Howard Atkinson takes a deep dive with Fintech Canada into trends in wealth…
Why it’s time to see KYC through a behavioural-finance lens
In this Wealth Professional Canada Magazine story, Pascal WealthTech President Mark Doyle urges…
Connecting Advisors to their Clients with Behavioural Finance
Client-focused reforms boost the rationale for financial advisor practices to adopt behavioural finance…
Fintech Canada Interview with Pascal WealthTech CEO Howard Atkinson
Pascal WealthTech CEO Howard Atkinson talks with Fintech Canada about digital transformation in…
Pascal’s behavioural finance tool now available to all advisors
Wealth Professional Canada Magazine reports on how Pascal's behavioural finance tool InvestorEQ promises…