Pascal Financial Partners with Global Fintech Leader Privé Technologies to Launch Canada’s Only Fully-Integrated, AI-Powered Wealth Management Platform

Image by Gerd Altmann from Pixabay

Pascal Financial, an emerging Canadian fintech leader, has partnered with Privé Technologies, a global leader in wealth-tech, to license the financial technology infrastructure behind Privé’s award-winning platform used by more than 75 financial institutions in Europe and Asia, and integrate it with Pascal’s best in class user experience and client engagement and management modules.

“We spent nearly two years vetting wealth management platforms around the globe to find the financial technology that we could integrate into our purpose-built digital advisor platform and Privé stood out from all its competitors,” said Fotios Saratsiotis, President of Pascal. “This is a proven technology, used by some of the world’s leading financial institutions, including Credit Suisse. We’re going to leverage it to change the game for independent advisors and wealth management firms.”

“Privé’s financial technology enables Pascal to deliver effective digital solutions to clients in the MFDA, IIROC and MGA channels,” said Frances Zomer, CEO of Pascal. “Our team of proven financial industry leaders understands the challenges facing advisors and firms and our partnership with Privé will enable us to deliver the tools they need to succeed in a time of digital disruption.”

Pascal’s technology team, led by Chief Technology Officer Taylan Pince, the app developer behind Robinhood, has been building Pascal over the past 18 months. With a simple, easy and intuitive interface that utilizes discovery-based learning, Pascal changes the game for wealth management firms. The fully integrated digital platform reduces admin time by up to 50 percent, bulletproofs compliance and enables advisors to focus on what they do best, being wealth management experts and relationship managers to their clients.

“We’re excited to partner with Pascal to bring our technology to the North American market,” said Charles Wong, Chairman and Co-Founder of Privé. “With Pascal’s world-class UX, workflow management, CRM, client engagement, onboarding, intelligent advisor dashboard and client portal, we’re taking digital wealth management to the next level.”

Privé’s financial technology enables Pascal to deliver effective digital solutions to clients in the MFDA, IIROC and MGA channels

-Frances Zomer, CEO of Pascal

About Pascal Financial
Pascal Financial is launching the only fully integrated, AI-powered wealth management platform in Canada in the first quarter of 2020, with future launches planned for the US and Cayman Islands. Led by a senior management team with more than 100 years of financial services industry experience and the app developer for Robinhood, Pascal changes the game for wealth management firms. With proprietary AI investment algorithms, world-class user design and functionality and client engagement tools, Pascal delivers 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. Learn more at: www.pascalfinancial.com