Pascal’s intuitive and easy to use SaaS platform integrates and automates many of the client onboarding, client management, portfolio investment, and engagement activities, delivering the integrated digital technology portfolio managers needs to effectively scale their operations and grow their businesses during the current economic crisis. Marksman founder Mark Doyle estimates his firm now has 50% more time to focus on strengthening relationships to bring wealth management strategies to individuals and families to achieve their investment objectives as well as attracting clients with Pascal’s best in-class user experience.
“Prior to Pascal, I was spending half of my day on administrative and compliance requirements,” said Doyle. “Pascal’s technology platform simplifies my practice by having a single digital platform that addresses client onboarding, client management, portfolio management custodial connectivity and increased compliance oversight. Pascal was the missing piece to build my business and deliver advice to clients.”
Pascal delivers a fully integrated digital technology solution for Marksman Asset Management including:
· InvestorDNA, its behavioural finance tool, for promoting a better understanding of investor risk profiles amid a climate of increasing regulation
· Portfolio comparison analytics to align the investor risk profile with a suitable portfolio
· AI-powered portfolio management tools that elevates the portfolio construction and monitoring capabilities
· Remote client management which allows conversations through secure messaging and videoconferencing that does not require any downloads on the part of the clients.
“We’re proud to welcome Marksman Asset Management to our digital wealth platform,” said Fotios Saratsiotis, President of Pascal. “Over the last year-and-a-half, we have worked with advisors, PMs and compliance officers to build a highly intuitive, best-in-class digital platform that is purpose-built for advisors. With over 30 years experience in both the institutional and retail investor space, Mark now has the digital tools to provide model portfolios to serve individuals and families to scale his growth.”
About Pascal Financial
Pascal Financial launched the only fully integrated, AI-powered digital wealth management platform built for advisors in Canada in the first quarter of 2020, with future launches planned for the U.S. and Cayman Islands. Led by a senior management team with more than 100 years of financial services industry experience, Pascal changes the game for wealth management firms. With proprietary AI investment algorithms, design-first mentality and robust portfolio management tools, Pascal delivers the innovation investment managers need to effectively scale their operations, exceed the expectations of 21st century investors and grow their businesses in a time of digital disruption for the financial services industry.
Learn more at: www.pascalfinancial.com
About Marksman Asset Management
Founder, Mark Doyle, has advised hundreds of sophisticated Canadian corporate pension fund clients on investment strategy during his 30-year investment career. Over a 30-year career, Mark Doyle has worked at leading global investment management firms, including J.P. Morgan, Blackrock and TD Asset Management. He has advised some of the largest and most sophisticated pension funds in Canada. Advisory clients included the CPP Investment Board, Air Canada Pension Investments and University of Toronto Asset Management. Mark now uses his expertise to help individuals and families achieve their investment objectives.
Learn more at: https://marksmaninvest.ca/
Douglas Anweiler, VP, Marketing