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

Pascal Advisor Solutions

We have a clear vision at Pascal—to design digital technology that makes the advisor’s world better. From our Advisor Success Platform, which integrates onboarding, engagement, and account management, to our behavioural finance risk tolerance system InvestorEQ, and our digital engagement and client loyalty program Living Wealth, we design easy-to-use, highly intuitive, and intelligent solutions that you’ll enjoy logging into and your clients will love. Learn more about our solutions and how we can help you grow your business.

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

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 account 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.

GO DEEPER WITH YOUR CLIENTS

InvestorEQ

InvestorEQ, the powerful behavioural finance system 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. While the science is complicated, the experience is fun and enjoyable, turning KYC into behavioural engagement. 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 financial advisors connect and add value to their clients. Designed to broaden the wealth conversation, this digital engagement and client loyalty program is available as a standalone product. With the wealth value proposition shifting to broader financial wellness and non-financial advice, Living Wealth strengthens and supports the advisor-client relationship helping advisors appreciate, nurture, and reward their clients to increase retention, grow share of wallet, and increase referrals and conversions. 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.

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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