Level Up
Level up with fully-integrated digital tools
Level up with fully-integrated digital tools
Engage clients with the power of behavioural finance
Grow by delivering customized digital advice using AI portfolio optimization
Transform your firm’s ability to scale up and thrive with a fully-integrated digital client-centric infrastructure that connects your front and back offices seamlessly and lets you consolidate multiple product silos and legacy systems.
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Harness the transformative power of a seamless, highly-intuitive turnkey solution to enhance client engagement, achieve greater business processing efficiencies and scale your practice while providing investment solutions to help you serve your clients more holistically, effectively and personally.
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A human financial advisor delivering AI-generated, investor-DNA-tailored advice is a beautiful thing.
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Pascal is here to enable wealth management firms, portfolio managers and financial advisors to level up, engage and grow using the only fully integrated, AI-powered, behavioural finance informed wealth management platform in Canada.
Pascal is led by a team of industry leaders and seasoned veterans who know what it truly takes to deliver the performative innovation.
“No global industry is further behind the technological eight ball than finance.”
“A client’s financial world can be quite complex. Our fully integrated AI-powered digital platform addresses all of the issues, empowering wealth professionals to help their clients achieve his or her life goals.”
“We don’t look at competitors and ask how can we beat them; instead we look at portfolio managers and ask what do they need that won’t change?”
“The way to build something investment advisors actually care about is to act as a curator of their experience.”
“Technology can, and should, empower financial advisors, without losing the human touch.”
“The advisor-client relationship is the new factory floor for lasting value creation. The more digital the tools, the more human the interaction.”
“We know what advisors hate doing. We solve for that.”
“Do clients know their biases, behaviours and blind spots? Pascal InvestorDNA solves this. Welcome to CKY: Client Know Yourself. Now when a client says, ‘My advisor really gets me,’ there is Pascal science to it.”
