Howard Atkinson Appointed Chief Business Officer of Pascal Financial
Jul07

Howard Atkinson Appointed Chief Business Officer of Pascal Financial

Pascal Financial, an emerging wealthtech leader, has announced the full-time appointment of investment industry leader Howard Atkinson as Chief Business Officer. As the wealth management industry grapples with changes accelerated from COVID-19, Atkinson will focus Pascal’s team on rapidly deploying it’s fully integrated, AI-powered wealthtech platform across three key wealth industry markets: IIROC & MFDA Dealers, Portfolio...

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Pascal Extends Free Wealthtech Bundle for Advisors as They Continue To Adjust To COVID-19 Impacts
Jun29

Pascal Extends Free Wealthtech Bundle for Advisors as They Continue To Adjust To COVID-19 Impacts

Pascal Financial, an emerging wealthtech company, has announced that their digital advisor tech bundle Prevail, which has been offered for free to financial advisors since March 31st, will continue to be free for advisors until September 1st. The digital advisor tech bundle, which includes many of the client engagement modules from Pascal’s fully integrated, AI-powered wealthtech platform, is designed to help advisors engage clients...

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Pascal Welcomes Marksman Asset Management to its Wealthtech Platform
Jun26

Pascal Welcomes Marksman Asset Management to its Wealthtech Platform

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...

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Pascal Financial Launches Private Placement Offering on DealSquare
Jun11

Pascal Financial Launches Private Placement Offering on DealSquare

Pascal Financial (“Pascal”), a fully integrated, AI-powered wealth management platform for financial advisors, today announced the launch of its $1.5 million private placement offering on DealSquare. Powered by NEO technology, DealSquare is a joint initiative between Silver Maple Ventures and NEO to make private markets better and more accessible. With proprietary AI investment algorithms, an intuitive user design, and comprehensive...

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Pascal Announces Integration with Fidelity Clearing Canada
Jun03

Pascal Announces Integration with Fidelity Clearing Canada

Pascal Financial, an emerging wealthtech company, has announced their AI-powered platform now offers integration with Fidelity Clearing Canada (FCC). Combining Pascal’s SaaS platform — Canada’s only fully integrated, AI-powered wealth management platform with active behavioural finance and FCC’s custody and clearing services creates a seamless, highly-intuitive wealth management solution. Working with Pascal, Portfolio Managers and...

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Pascal Launches Free Wealthtech Bundle To Support Advisors Through COVID-19 Crisis

Pascal Financial, an emerging wealthtech company, has announced the launch of Prevail by Pascal, an advisor-client engagement bundle helping financial advisors with remote client management. The new technology bundle is offered to Canadian advisors for free until July 1st. Wealth management firms have increasingly canceled face-to-face client meetings to protect the safety and well-being of their clients due to social distancing...

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Howard Atkinson Joins Canadian Fintech Pascal Financial as Chief Strategic Advisor
Mar11

Howard Atkinson Joins Canadian Fintech Pascal Financial as Chief Strategic Advisor

Pascal Financial, an emerging wealthtech leader launching the only fully integrated, AI-powered digital investment platform in Canada, has announced the appointment of investment industry leader Howard Atkinson as Chief Strategic Advisor. Recognized as an innovation leader within the investment industry for more than three decades, Howard most recently regulatory approval to launch North America’s first major exchange listed Bitcoin...

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