June 3, 2020 News Releases 4 mins read

Pascal Announces Integration with Fidelity Clearing Canada

Bringing together Pascal’s digital wealth platform and Fidelity Clearing Canada’s custody and clearing services empowers Portfolio Managers and Financial Advisors with a seamless, turnkey solution for efficiency and growth.

Pascal Financial, an emerging wealthtech company, has announced their wealth management platform now offers integration with Fidelity Clearing Canada (FCC). Combining Pascal’s SaaS platform — Canada’s only fully integrated wealth management platform with active behavioural finance and FCC’s custody and clearing services creates a seamless, highly-intuitive wealth management solution. Working with Pascal, Portfolio Managers and Financial Advisors can focus their time on what matters most — providing advice to their clients and scaling their businesses.

Key elements of Pascal’s integrated wealth management solution for Portfolio Managers and Advisors includes:

·  Connecting the digital capabilities of Pascal’s InvestorDNA Onboarding, cash & account transfers, advanced portfolio management with ongoing account activity and trade execution.

·  Leveraging behavioural finance principles to identify clients’ true risk profile to meet the shared Portfolio Manager and custodian regulatory and compliance requirements.

·  Leveraging behavioural finance principles to identify clients’ true risk profile to meet the shared Portfolio Manager and custodian regulatory and compliance requirements.

Pascal is led by a team of industry leaders and seasoned veterans who know what it takes to innovate and deliver best-in-class advisor and client experiences. From technical kickoff to launch, it took less than two months to complete the Pascal platform’s custodian integration with Fidelity benefitting from its modular configuration and multi-custodian infrastructure. Pascal’s API-driven architecture requires little code-level customization and is fully configurable based on client and custodian needs.

“Pascal is committed to empowering Portfolio Managers and Advisors to enhance client engagement, achieve greater business processing efficiencies and scale their practices while providing investment solutions to their clients,” said Frances Zomer, Founder and CEO of Pascal Financial. “Fidelity Clearing Canada is an important partner in delivering on these commitments. Their forward-looking management team, digitally-capable business operations teams, and innovative, API-centric platform including the widely-used Dataphile system, make them an ideal partner in our growth.”

“Pascal’s innovative platform and agile technology stack enabled them to take advantage of our latest API framework and integrate with us very quickly,” said Joel Bernard, Head of Sales for Fidelity Clearing Canada. “We are very pleased to be partnering with the team at Pascal and to be supporting the delivery of their AI-powered platform to Portfolio Managers and wealth management firms across Canada.”

About Pascal Financial

Pascal Financial designs digital technology to empower financial advisors. Integrated, intelligent and intuitive, the Pascal digital platform provides an end-to-end solution for independent advisors, family offices, portfolio managers and enterprise wealth management firms. From its best-in-class user experience, to 100% digital on-boarding and compliance, InvestorEQ behavioural finance profiling, intelligent portfolio builder and integrated client engagement tools including mobile app, Pascal makes the advisor’s world better.

Learn more at: www.pascalwealthtech.com

Media Contact

Douglas Anweiler, VP, Marketing
(416) 898–3144

About Fidelity Clearing Canada

Fidelity Clearing Canada provides clearing, custody and trade execution services to Canadian registered broker/dealers and Portfolio Managers. FCC helps clients thrive by enhancing their operational efficiency and supporting the growth of their businesses, driving confidence, clarity and results.

Learn more at: clearing.fidelity.ca

For further information please contact:

Chris Pepper, Vice-President, Corporate Affairs, Fidelity Investments
Canada ULC
(416) 795–7762

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  • Douglas Anweiler

    Douglas Anweiler is Chief Brand Officer at Pascal WealthTech. He has more than 30 years of executive experience leading branding, marketing, communications and business development programs in the political, non-profit, private equity and venture capital sectors. Over the past two decades, Doug has built more than a dozen brands in the aerospace, technology, food & beverage and hospitality & tourism industries.