EMPOWERING FINANCIAL ADVISORS
Cloud-based Advisor Success Platform
100% digital, end-to-end workflows to automate the advisor practice and deliver true scalability.
Digital Client Engagement
Digital Account Management
Pascal Advisor Success Platform
The Pascal Advisor Success Platform is designed to make the financial advisor’s world better. From our modern user experience to streamlined onboarding and compliance, integrated account management to personalized client engagement, we design easy-to-use, highly intuitive integrated platforms that you will enjoy logging into.
Designed for advisors. Focused on your practice.
Not all advisors are alike. That’s why our digital advisor platforms are focused on meeting the needs of your practice. From the independent advisor to portfolio managers, family offices, credit unions, and enterprise wealth management firms, Pascal platforms deliver an integrated solution to meet your challenges and help you grow.
of advisors using behavioral finance-driven approaches said it resulted in better client relationships.
2020 The College for Financial Planning Survey
of wealth management firms see digitalisation accelerating in 2021.
2021 The Wealth Mosaic Insight Report
of Canadian financial advisors admit that business development is a challenge.
2020 Natixis Global Survey of Financial Professionals
WEALTH IS ABOUT MORE THAN MONEY
Living Wealth is changing the way wealth advisors connect and add value to their clients. Exclusively designed and built for advisors, this digital engagement platform is available as a standalone product and is designed to strengthen and support the advisor-client relationship. Delivering a unique combination of life enrichment and lifestyle benefits, including inspiring content, memorable experiences and meaningful privileges, advisors’ gift exclusive access to their most valued clients, prospects, and COIs as a compliment to their core wealth management offering.Read More
receive updates from pascal
Subscribe with us today.
We respect your privacy, we will never share your information with third parties. By submitting this form, you give us express permission to get in touch with you.