PASCAL WEALTHTECH
Pascal WealthTech designs digital technology to empower financial advisors. Integrated, intelligent and intuitive, the Pascal digital platform provides an end-to-end solution for independent advisors, portfolio managers, family offices, credit unions and enterprise wealth management firms. From its best-in-class user experience, to 100% digital onboarding and compliance, behavioural finance profiling, intelligent portfolio builder and integrated client engagement tools, Pascal makes the advisor๏ฟฝ... ๏ฟฝ๏ฟฝs world better. In addition to its platform as a service (PaaS) solution, InvestorEQ, the advanced behavioural finance risk-profiling tool at the centre of the platform, is available to financial advisors as a standalone product. InvestorEQ helps advisors gain deeper insights into their clients investing behaviours and gives clients a deeper understanding of their own motivations resulting in increased client engagement, greater share of wallet, more referrals and increased prospect conversion rates.
PASCAL WEALTHTECH
Industry:
Financial Services FinTech PaaS SaaS Software Wealth Management
Address:
Toronto, Ontario, Canada
Country:
Canada
Website Url:
http://www.pascalwealthtech.com
Total Employee:
11+
Status:
Active
Email Addresses:
[email protected]
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible Google Font API Apple Mobile Web Clips Icon WordPress Nginx Sitelinks Search Box Euro Organization Schema Yoast WordPress SEO Plugin
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Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2021-12-15 | Living Wealth Media | Living Wealth Media acquired by Pascal WealthTech | N/A |
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