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.

Pascal InvestorDNA Onboarding

Advisor-assisted or client self-serve paperless onboarding

Digital ID verification

Secure bank integration & sync

Digital agreements, documents & e-signatures

Behavioural finance risk and client profiling

Structured Products Engine

Analyze structured products

Analyze portfolio impacts

Ability for structured product back testing

Pascal Portfolio comparisons

Interactive client reporting

Performance analysis including future projections

Risk and exposure analytics and benchmarking tools

Real-time impact analysis

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