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.