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Pascal WealthTech

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Canada

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Get to know Pascal WealthTech

Pascal WealthTech designs digital technology to empower financial advisors. Integrated, intelligent and intuitive, the Pascal digital platform provides an end-to-end solution for independent advisors, portfolio managers, family offices, credit unions and enterprise wealth management firms. From its best-in-class user experience, to 100% digital onboarding and compliance, behavioural finance profiling, intelligent portfolio builder and integrated client engagement tools, Pascal makes the advisor’s world better. In addition to its platform as a service (PaaS) solution, InvestorEQ, the advanced behavioural finance risk-profiling tool at the centre of the platform, is available to financial advisors as a standalone product. InvestorEQ helps advisors gain deeper insights into their clients investing behaviours and gives clients a deeper understanding of their own motivations resulting in increased client engagement, greater share of wallet, more referrals and increased prospect conversion rates.

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