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, AI-powered 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.
· Communicating through the Engagement Hub to deliver relevant, timely and actionable insights and advice via clients’ preferred digital channel.
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 Sara Hilliard, Chief Operating Officer for 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.”
Douglas Anweiler, VP, Marketing
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. For more information, please visit https://clearing.fidelity.ca/
For further information please contact:
Chris Pepper, Vice-President, Corporate Affairs, Fidelity Investments Canada ULC