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:

Privé Technologies Migrates Key Wealth Management Functionalities to the AWS Cloud


Privé Technologies (Privé), a global fintech firm specialising in wealth and asset management transformations, is pleased to be engaged by its B2B clients in their digital transformation program. 

Working jointly with such clients, Privé has helped modernise their asset and wealth management processes by establishing a new cloud based backend system. As part of the engagement, Privé has migrated key functionalities relating to wealth management to the AWS Cloud.

Using technologies offered by AWS, Privé believes that this will allow its B2B clients to make changes to an application within minutes and building multiple versions of the application per business day without downtime.

Cloud adoption and application modernisation are elements of digital transformation programs instituted by financial institutions. The program will enable the bank to better serve its global customer base through increased agility, innovation, and cost effectiveness. Privé has helped its B2B clients in their adoption modern application development methods, including continuous delivery and rolling immutable infrastructure to enable high velocity application updates. 

Using technologies offered by AWS, Privé believes that this will allow its B2B clients to make changes to an application within minutes and building multiple versions of the application per business day without downtime.

Privé Technologies Speaks at Singapore Fintech Festival 2019

On 12 November 2019, our CEO & Co-Founder, Charles Wong was invited to speak at one of Singapore’s most anticipated fintech events – the Singapore Fintech Festival x SWITCH 2019. During the panel discussion “From Start Up to Scale Up” hosted by UOB, Charles was joined with other panelists including Kelvin Teo, Chairman & Group CEO of Funding Societies; Reuben Lai, Senior Managing Director of Grab Financial Services; as well as moderator Wanyi Yong, Fintech Leader of PwC Singapore.

And if you look at customers’ responses; they’d say how they want an institution that knows what they want – not just issues on their wealth, but also how to help them become healthier and happier.

- Charles Wong

Highlighting the trends and challenges that ASEAN companies might face, Charles commented: “One of the key trends that banks and financial institutions within the region are seeing is how to not only be a better bank – but the discussion is how they can proactively help their customers to lead a better life.

“And if you look at customers’ responses; they’d say how they want an institution that knows what they want – not just issues on their wealth, but also how to help them become healthier and happier.”

Privé Technologies selected as finalist at Jumpstarter

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On 31 October 2019, Privé Technologies were selected to pitch our business ideas at the Jumpstarter event. A not-for-profit initiative curated by Alibaba Entrepreneurs Fund, Jumpstarter provides a platform for entrepreneurs to jump start their dreams in Hong Kong. It is also a first-of-its-kind startup event focused exclusively on showcasing quality startups and providing high-impact networking opportunities.

As the only team from the fintech industry, we were proud to present on stage to the panel of judges including investors from international enterprises, investment directors of Alibaba Entrepreneurs Fund, senior executives of Alibaba Group, established entrepreneurs, as well as key incubators and accelerators.

Attending the pitch, David Lee, Senior Partner commented: “With technology driving businesses of tomorrow (and at the core of any fintech company), we are driven to build an end-to-end digitalised solution and provide an innovative private banking service to our clients.”

With technology driving businesses of tomorrow (and at the core of any fintech company), we are driven to build an end-to-end digitalised solution and provide an innovative private banking service to our clients.”

With that said, we were selected as a finalist to pitch at the Grand Finale in 2020. We will be judged on innovation and industry disruption (20%), market potential and business model (20%), team background and strengths (20%), traction and further development plan (20%), and social impact and Hong Kong Nexus (20%).

Privé Technologies at FinTech Soft-landing Programme.

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Privé Technologies, one of Asia’s foremost leading innovators in the financial and wealth management industry is selected as one of the three into the FinTech Soft-landing Programme for Hong Kong & Taiwan. The other 2 are TESS Asia and Mojodomo. Programme members will be endowed with a number of exclusive benefits by FintechSpace and Cyberport, including a two-week soft-landing in Aug 2019 and a free booth for FinTech Taipei 2019.

Supervised by the regulator, Financial Supervisory Commission (FSC), organized by the Taiwan Financial Service Roundtable (TFSR) and Taiwan Academy of Banking and Finance (TABF), FinTech Taipei is the grandest FinTech event in Taiwan, with international conference, 100+exhibition, and Business & Talent matchmaking. FinTech Taipei had attracted more than 30,000 attendees with 70% senior management and featured over 1,000 of the world’s top FinTech founders, investors, regulators, and academics in its first launched in 2018.

This year, with all the support from global and local, it is expected to scale up. “Matchmaking” session allows B2B FinTech companies to match with high-levels of FinTech institutions and building networks via Taiwan corporations.

With the benefits brought by the programme, it will be a good booster for Privé Technologies to continue expanding its market in APEC. Providing unique “Bank in a Box” services, there is evidence to believe that the expansion will bring more convenience to Finance Industry through technology.

Privé would thank FinTechSpace and Cyberport for giving us this opportunity.

It’s an honour to join in this programme and a big thank you to our team for working hard to achieve this.

- David Lee

Privé Technologies, our first Global Offsite

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5 July 2019 is a remarkable day for Privé Technologies as for the very first time, our team from Hong Kong, Singapore, Thailand, Taiwan, Malaysia, Munich, Indonesia, Frankfurt, and Vienna gathered in one place for Privé’s first global offsite meeting held in Hong Kong University of Science and Technology, which was ranked as World’s Top 500 Universities in Engineering & Technology.

We are overwhelmed with the success of the global offsite event hosted by the Advisory Team, Mr. Mark Voegt and Ms. Sharon Yow, Executive Assistant and Office Manager, Ms. Jessie Koo, Administrative Interns, Mr. Henrik Liapunov and Mr. Daniel Bryant and our dearest Interns from HKUST, who have spent months on the event preparation. 

Here are some of the pictures taken during the event:

Before we kicked off the team-building activities, our Co-Founder and Co-CEO, Mr. Charles Wong, took the stage to share our company’s vision, our rapid expansion, and how we as a team will continue to grow this year.

To unleash our creativity, all of us were divided into different groups and were given the chance to pitch our ideas to the management team. Each team shared their one-of-a-kind strategy on how Privé can achieve “Health, Wealth and Happiness’’ not just as a company, but as one big Privé family.

Our Co-founder and Co-CEO, Julian Schillinger, emphasised the importance of balancing our health and wealth. Before ending his inspiring speech, Mr. Charles Wong also added:

The only person or thing that will bring you happiness is YOU!

Here are more pictures from the event:

Once again, we would like to thank Hong Kong University of Science and Technology for making this collaboration happen and nurturing so many incredible talents in the industry.

Great thanks to our event organizers, Mr. Mark Voegt, Ms. Sharon Yow, Ms. Jessie Koo, Mr. Henrik Liapunov, Mr. Daniel Bryant and all the HKUST Interns. We are also very thankful of our panel judges, Ms. Solange Lee, Head of Application Support, Ms. Tian Qiuyan, Head of Digital Engagement & Advice and Mr Julien Musset, our Head of Quantitative Research for giving us the motivational pitch.

Last but not least, we’d like to say a big thank you to our Co-CEO and Co-founder, Mr. Charles Wong and Mr. Julian Schillinger for arranging this meeting. See you all in 2020!

Privé Technologies wins at SRP Asia 2019

On the 10th of April, Privé was amongst the coveted winners on the night, bagged the Best Structured Product Technological Solution for 2019. 

Privé Technologies has developed a structured product platform which generates the data to help clients understand the impact of the products to their portfolios by comparing them with regular securities.

The wealth management industry approach is changing from a product-driven push approach to a consultative portfolio advice approach. Being able to understand the impact of different securities to a portfolio risk/reward approach is becoming increasingly important. For regular securities, information could be easily obtained.

However, difficulties arise when it comes to structured products as they lack track record and analysis.

Privé Technologies Brings Structured Products Analysis From Rocket Science to the Level of Traditional Investments.

- Julien Musset

Privé would to thank SRP Singapore for presenting to us this award.  For more information on the winners, please click here:

Privé Technologies at IFC Fintech CEO Summit in Dubai

What a great honor and pleasure for Prive Technologies to be invited to participate in this CEO Summit! Charles shared the stage with the world-class companies and participants.

They shared their insights on the latest developments, challenges and promising innovations arising in the FinTech sector today and tomorrow – together mapping the future milestones in the FinTech industry.

Let’s take a look at some of the highlights of the event:

We will see a lot more collaboration amongst all the Fintech companies in the market working together addressing different parts of the wealth spectrum.

- Charles Wong

Charles believes in collaboration and not competition.

Charles visualizes FinTechs collaborate to serve different parts of the wealth spectrum—the time in which people save for retirement, beginning with their first jobs.

So our company is going to prepare this five years vision by basically offering a layer of APIs services in the WealthTech Industry so we focus on WealthTech. We offered these layers of APIs for them to basically plug-and-play, whether it is an insurance solutions or investment solutions into the same client journey.

- Charles Wong

Once again, we would like to thank World Bank Group for the invitation. Here is the full clip of Charles.

Privé Technologies Awarded 2018 Fintech of the Year!

Privé provides end-to-end solutions for Banks, Financial Advisors, Asset Managers, and Insurance companies. Their technology solutions help financial institutions streamline and transform, enabling them to operate more efficiently and effectively than ever before.

The Asset Triple A Digital Awards for 2018 recognizes financial institutions and technology firms that have excelled in innovating and developing a unique digital experience for customers across the Asia-Pacific and Middle East regions.

“To receive this award for the second time means a lot to us, and has affirmed our effort and growth as a Fintech company. A big thank you to The Asset for this award.’’

- Charles Wong

Privé would like to thank the judges and evaluators at Asian The Asset for presenting Privé this award. We would also like to congratulate to all the winners of The Asset Triple A Digital Awards for 2018!

Privé Technologies at the Asian Private Banker Awards 2018

Privé was awarded in the categories of Best Core Banking Platform and for Best IAM/MFO Solution for the second time. In 2017, our Co-Founder, Charles Wong bagged the “Fintech Changemaker of the Year’’ for himself, whereas Privé won the ‘’Best IAM /MFO Solution.’’

The award ceremony will be held in Singapore on 8th of March 2019.

We are tremendously honored to be recognized with our other fellow awardees in the 2018 Asian Private Banker Technology Awards. We​​ are thrilled to receive multiple awards for the third consecutive year, and we could not have achieved this feat without the support of our customers, employees, and industry supporters.

- Charles Wong

Privé would like to thank the judges and evaluators at Asian Private Banker for their relentless pursuit in finding the ‘best-in-class’ companies in the private banking and wealth management.

Lastly, we would like to congratulate to all the winners of the Asian Private Banker Awards 2018!