take back your time, reduce your costs and grow your business. pascal reduces advisor stress, delivering an easy and enjoyable online experience that you and your clients have come to expect in other industries. take back up to half of your time with 100% digital compliance and on-boarding. advanced kyc/cky profiles developed with our behavioural finance tool investoreq™ delivers end-to-end compliance, reducing admin time and costs while minimizing risk. from optimization to building model portfolios in minutes, advanced portfolio building tools let clients see your value and trust your advice. from active client alerts to real-time communications, goals-based planning tools to customized content, increase your client engagement and retention.
from the independent financial advisor to enterprise wealth management, pascal is designed to the requirements of your business model. read more pascal delivers the integrated turnkey asset management program (tamp) technology and tools for advisors to become independent portfolio managers. pascal’s enterprise-ready platform delivers the integrated tools you need to attract and retain the best talent and help your grow your firm. read more pascal enables the family office to see the big picture with a fully integrated digital platform. read more pascal enables credit unions to realize the growth potential in wealth management. better serve and retain members by offering the advice they need.
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