Pascal for

Wealth Management firms

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.

Goals Based Wealth Planning

Track portfolio performance to goals

Link a single or multiple accounts to a goal

Link a portfolio or single account to multiple goals

Alerts & recommendations when goals are off-track

Pascal Engagement Hub

Share your advice and updates through a semi-automated marketing and engagement tool

Access timely, relevant, credible news content that is compliance vetted

Know what is working

Pascal CRM & Secure Inbox

Solve the communication gap

Let clients see you. Securely book a client video and phone call

Aggregator of external assets including investments, property and insurance policies

Based on clients established risk limits and investment guidelines

RECEIVE Updates from Pascal


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