Wealth Professional Canada Magazine reports on how Pascal’s behavioural finance tool InvestorEQ promises to transform practices with increased client connection and impact.
Pascal Executive Vice President Mark Doyle talks with Wealth Professional Canada Magazine about the limitations of the traditional KYC process, and how going beyond helps client engagement. READ THE FULL […]
InvestorEQ is making fintech news in Finextra. Pascal’s powerful behavioural finance tool at the centre of our integrated digital wealth management platform, is now available as a standalone tool for […]
In a statement to Advisor’s Edge, Howard Atkinson, Pascal’s chief business officer, said the firm’s Portfolio Optimizer delivers “a reasonable range” of investment options based on a client’s risk profile, […]