EMPOWERING FINANCIAL ADVISORS
Pascal Advisor SolutionsWe have a clear vision at Pascal—to design digital technology that makes the advisor’s world better. From the Pascal Advisor Success Platform, which integrates onboarding, engagement, and portfolio management, to our behavioural finance risk tolerance tool InvestorEQ, and our digital engagement and client loyalty program Living Wealth, we design easy-to-use, highly intuitive, and intelligent solutions that you will enjoy logging into. Learn more about our solutions and how we create value by helping you lower your costs, take back your time, and grow your business.
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
FUTURE-PROOF YOUR PRACTICE
Pascal Advisor Success Platform
The digital future is coming fast. Embrace it with the Advisor Success Platform. From our modern user experience, to streamlined onboarding and compliance, intelligent portfolio management tools to personalized client engagement, we design easy-to-use, highly intuitive, integrated platforms you’ll enjoy logging into. Realize operational efficiencies to take back your time and leverage our integrated client engagement tools to grow your firm.Read More
GO DEEPER WITH YOUR CLIENTS
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.Read More
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
What our clients are saying
“The InvestorEQ assessment is the first thing that I send to my prospective clients. I am looking to differentiate myself as an advisor; one who really wants to understand my clients, how they think and how they make financial decisions. InvestorEQ helps me get there!”
Trevor Daigle, EB Wealth
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