/wealth management

News and resources on wealth, investment management, robo and advisor markets worldwide.

Sterling Mutuals turns to Pascal Financial for digital wealth management

Source: Pascal Financial

Pascal Financial, an emerging fintech leader with Canada’s only fully integrated, AI-powered digital wealth management platform, today announced that it has integrated its digital wealth platform with Sterling Mutuals, one of Canada’s premier independent mutual fund dealers with over $4 billion in assets under administration (AUA) and more than 300 advisors and support staff.

“We’re proud to welcome Sterling Mutuals to our digital wealth platform, said Fotios Saratsiotis, President of Pascal. “As one of Canada’s leading independent mutual fund dealers, Sterling has distinguished itself through the use of innovative technologies. Their choice of Pascal for their expansive network of independent financial advisors speaks to how we’re changing the game in supporting visionary dealers who will leverage our platform to drive their growth in the 2020 decade.”

“Sterling has been a leader in the mutual fund industry for decades,” said Frances Zomer, CEO of Pascal. “We’re excited to be working with their advisors to promote the digital tools they need to thrive in a time of disruption. Advisors who leverage technology will lead the way for our industry.”

“Our focus since 1996 has been on developing best-in-class experiences and products for our clients and our advisors,” said Nelson Cheng, CEO of Sterling. “We have great proprietary technology, but we’re always open to adding third-party technologies when it can benefit our advisors. After researching all the digital platforms in Canada, we are pleased to announce the selection of Pascal as our preferred third-party digital wealth platform. Pascal’s advanced user design and functionality, client and advisor advanced alerts engine, behavioural finance and client engagement tools, investment portfolio tools and bulletproof compliance will keep Sterling at the leading edge of our industry.”

Comments: (0)