Overview

Pascal WealthTech designs digital technology to empower financial advisors. Integrated, intelligent and intuitive, the Pascal Advisor Success Platform provides an end-to-end solution for credit unions, independent advisors, family offices, portfolio managers, and enterprise wealth management firms, delivering the modern workflows and processes required to scale and grow the advisor practice. Its best-in-class user experience seamlessly brings together onboarding, compliance, behavioural finance informed risk tolerance, team management, account management, and client engagement including CRM, video, messaging, and marketing to make the advisor’s world better and delight clients. In addition to its platform as a service (PaaS) solution, Pascal offers additional digital solutions for financial advisors. InvestorEQ, the advanced behavioural finance risk tolerance 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 investing behaviours and motivations resulting in increased client engagement, greater share of wallet, more referrals and increased prospect conversion rates. Living Wealth is Pascal’s digital engagement and client loyalty program designed and built for wealth advisors. Living Wealth helps financial advisors fully engage with their clients delivering exclusive access to inspiring content, memorable experiences, and meaningful privileges through an advisor-branded engagement platform as well as a weekly newsletter sent on the advisor’s behalf. The platform’s automated referral engine means advisors can also go deeper into their client networks to effortlessly grow their client base. And the exclusive rewards help advisors demonstrate their value to prospects.