With proprietary AI investment algorithms, advanced user design and functionality, and client engagement tools, Pascal changes the game delivering the innovation investment managers need to effectively scale their operations, exceed the expectations of 21st century investors and grow their businesses in a time of digital disruption for the financial services industry.

Solutions for every wealth management professional

• Wealth management firms
  Fully integrated single platform with streamlined compliance & administration
• Portfolio managers
  Customized portfolios and advanced analysis tools
• MFDA & IIROC advisors
  Groundbreaking InvestorDNA onboarding with modern client engagement tools

With Pascal you finally have

• A truly integrated wealth management solution
• Streamlined compliance & administration tools
• SMA & UMA functionality
• AI-powered portfolio management functionality
• Professionally managed & customizable model portfolios
• Automated rebalancing & tax-loss harvesting
• Portfolio comparison tools & investment explorer
• Goals-based wealth planning
• Omnibus processing

Client engagement that scales with you

• Groundbreaking InvestorDNA onboarding and profiling tools to better understand your clients
• Interactive client proposal tools and reports
• Modern client communication tools that save time, while making you more accesible
• Education and engagement tools that allow you to tailor your messages to client interests