Pascal Financial licenses Privé wealth platform

Source: Pascal Financial

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.”

Comments: (0)