Pascal Solutions

 

Financial advisors need more than just new technology. They require technology solutions that help make their world better.

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EMPOWERING FINANCIAL ADVISORS

Integrated, Intelligent, Cloud-based Platform

100% digital, end-to-end technology solution with Pascal’s InvestorEQ behavioural finance at its core:

Digital Onboarding

 

Digital Client Engagement

 

Digital Portfolio Management

Pascal Advisor Solutions

We have a clear vision at Pascal—to design digital technology that makes the advisor’s world better. From our best-in-class user design to streamlined compliance, intelligent portfolio management tools to personalized client engagement, we design easy-to-use, highly intuitive integrated platforms that you will enjoy logging into.

Designed for advisors. Tailored to your practice.

Not all advisors are alike. That’s why we tailor our digital technologies to meet the needs of your practice. From the independent advisor to portfolio managers, family offices 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, end-to-end digital platform that seamlessly integrates all aspects of 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.

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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 intelligent portfolio management tools that enable advisors to retain clients, get more referrals and effectively prospect. Spend more time doing what you do best.

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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.

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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 investment 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.

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