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.

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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