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 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.
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
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