Pascal Advisor Success Platform

Integrated digital wealth management platforms that are designed for advisors. Lower your costs, take back your time, and grow your business.

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EMPOWERING FINANCIAL ADVISORS

Cloud-based Advisor Success Platform

100% digital, end-to-end workflows to automate the advisor practice and deliver true scalability.

Digital Onboarding

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.

SIMPLIFYING THE ADVISOR PRACTICE

Pascal for Independent Advisors

As an independent advisor, you wear a lot of hats. We understand. That’s why we deliver a comprehensive, all-in-one digital platform that seamlessly integrates the independent advisory practice. Straight forward and easy-to-use, Pascal cleans up your desktop with a single login to give you a holistic view of your clients so you’re at the top of your game everyday.

SCALING FOR GROWTH

Pascal for Portfolio Managers

With increasing compliance demands and challenges connecting the front office with the middle and back offices, portfolio managers face growing headwinds to scale their organizations for growth. Pascal’s seamless integration enables portfolio managers to reduce their admin and tech costs while delivering the client engagement and account management tools that enable advisors to retain clients, get more referrals and effectively prospect. Spend more time doing what you do best.

79%

of advisors using behavioral finance-driven approaches said it resulted in better client relationships.

2020 The College for Financial Planning Survey

92%

of wealth management firms see digitalisation accelerating in 2021.

2021 The Wealth Mosaic Insight Report

82%

of Canadian financial advisors admit that business development is a challenge.

2020 Natixis Global Survey of Financial Professionals

SEEING THE BIG PICTURE

Pascal for Family Offices

Pascal enables the family office to see the big picture with a fully integrated digital platform. From best-in-class user design to dynamic risk profiling and hyper-personalized client engagement, you’ll deliver the ‘wow’ experience your ultra-high net worth clients demand.

DIFFERENTIATE YOUR ADVISORS

Pascal for Wealth Enterprises

The competition to attract and retain the best talent has never been greater. Pascal’s enterprise ready platform delivers the integrated client engagement and account management tools your wealth advisors need for success while giving your firm’s compliance department peace of mind with integrated risk management. Your management team will appreciate the reduced admin costs while your advisors grow your business.

BETTER SERVE AND REATIN MEMBERS

Pascal for Credit Unions

Deepen your relationships with members and better serve their needs with Pascal for Credit Unions. Our values-based, highly personalized approach enables credit unions to integrate wealth management into their organizations. Grow your share of wallet, increase member loyalty and earn higher revenues.

GO DEEPER WITH YOUR CLIENTS

InvestorEQ

InvestorEQ, the powerful behavioural finance tool at the centre of Pascal’s integrated digital wealth management platform, is available as a standalone product for financial advisors. The next evolution in risk tolerance software, InvestorEQ leverages scientifically validated psychometric modules to help financial advisors gain deeper insights into their clients investing behaviours and to give clients a deeper understanding of their own motivations. InvestorEQ is shown to help advisors increase client retention, increase referrals, and increase prospect conversions.

WEALTH IS ABOUT MORE THAN MONEY

Living Wealth

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.

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