Pascal for

Portfolio Managers

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.

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

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