onboarding and compliance, behavioural finance profiling, intelligent portfolio builder and integrated client engagement tools, Pascal makes the advisor’s 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.