Pascal WealthTech
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 independent advisors, family offices, portfolio managers, 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, Pascal offers additional digital solutions for advisors. 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.
Living Wealth is digital engagement and client loyalty program designed and built for wealth advisors. Living Wealth broadens the wealth conversation for advisors delivering exclusive access to inspired content, memorable experiences, and meaningful privileges in 12 life enrichment and lifestyle benefits areas to your clients. This innovative digital engagement platform increases client retention, referrals, and prospect conversions.