Pascal Financial today announced Marksman Asset Management, an Ontario-based Portfolio Manager, has launched on their SaaS wealthtech platform. Markman’s adoption of Pascal’s fully integrated, AI-powered digital wealthtech platform reflects Pascal’s growing presence in the Canadian wealth management sector and is the latest in a series of major announcements the company has made over the first two quarters of 2020.
Pascal’s intuitive and easy to use SaaS platform integrates and automates many of the client onboarding, client management, portfolio investment, and engagement activities, delivering the integrated digital technology portfolio managers needs to effectively scale their operations and grow their businesses during the current economic crisis. Marksman founder Mark Doyle estimates his firm now has 50% more time to focus on strengthening relationships to bring wealth management strategies to individuals and families to achieve their investment objectives as well as attracting clients with Pascal’s best in-class user experience.
“Prior to Pascal, I was spending half of my day on administrative and compliance requirements,” said Doyle. “Pascal’s technology platform simplifies my practice by having a single digital platform that addresses client onboarding, client management, portfolio management custodial connectivity and increased compliance oversight. Pascal was the missing piece to build my business and deliver advice to clients.”
Pascal delivers a fully integrated digital technology solution for Marksman Asset Management including:
· InvestorDNA, its behavioural finance tool, for promoting a better understanding of investor risk profiles amid a climate of increasing regulation
· Portfolio comparison analytics to align the investor risk profile with a suitable portfolio
· AI-powered portfolio management tools that elevates the portfolio construction and monitoring capabilities
· Remote client management which allows conversations through secure messaging and videoconferencing that does not require any downloads on the part of the clients.
“We’re proud to welcome Marksman Asset Management to our digital wealth platform,” said Fotios Saratsiotis, President of Pascal. “Over the last year-and-a-half, we have worked with advisors, PMs and compliance officers to build a highly intuitive, best-in-class digital platform that is purpose-built for advisors. With over 30 years experience in both the institutional and retail investor space, Mark now has the digital tools to provide model portfolios to serve individuals and families to scale his growth.”