Pascal Referral Program


Do you want to make a colleague’s world better? Refer them to one of Pascal’s advisor solutions and receive two months for free!


Help a Colleague Meet Their Goals

If you know a financial advisor who can benefit from one of our digital wealth management solutions – the Pascal Advisor Success Platform, InvestorEQ, or Living Wealth – refer them to us and if they successfully sign up for an annual subscription, we’ll thank you for your referral with two free months added on to your subscription at renewal.

    Solution Referring:

    InvestorEQLiving WealthPascal Advisor Platform

    The Pascal referral program is for new clients only and is offered on the terms outlined above. The two free referral months are applied to subscriptions at renewal and cannot be redeemed for cash. The terms of this program are subject to change at Pascal WealthTech’s discretion.

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