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Prepackaged Software  >  Ontario  >  Toronto  >  Pascal WealthTech
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  • Pascal WealthTech

     
    address:
    30 Wellington St W 5th floor,
    Toronto ON, M5L 1E2
    tel:
    4167244783
    fax:
     
    website:
    www.pascalwealthtech.com/
    employees:
    ~ 1 employees work at this location
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  • BUSINESS LOCATION

    A
    Pascal WealthTech
    30 Wellington St W 5th floor, Toronto
    FEATURED VIDEO
     

    urLoan
    Vancouver, BC


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    • BUSINESS CATEGORY

       

      BUSINESS DESCRIPTION

      Pascal WealthTech designs digital technology to empower financial advisors. Integrated, intelligent and intuitive, the Pascal Advisor Success Platform provides an end-to-end solution for credit unions, independent advisors, family offices, portfolio managers, and enterprise wealth management firms with its best-in-class user experience, 100% digital onboarding, compliance, behavioural finance informed risk tolerance, account management, and client engagement. In addition to its platform as a service (PaaS) solution, Pascal offers additional digital solutions for advisors including InvestorEQ, an advanced behavioural finance informed risk tolerance tool and Living Wealth, a digital engagement and client loyalty program for wealth advisors.
       

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