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Agora picks Pascal to boost wealthtech offering

Source: Agora Dealer Services

Agora Dealer Services, a digital-oriented Carrying Dealer focused on supporting mutual fund dealers and independent advisors, and Pascal Financial, an emerging fintech leader with Canada’s only fully integrated, AI-powered wealth management platform with active behavioural finance, announced today that they are collaborating to create a stronger and more robust wealthtech solution for MFDA dealers and advisors.

Both Pascal and Agora share the belief that digital technology enhances advisor value and is essential for advisors to provide their clients with best-in-class advice. From onboarding to investment research and analysis and model portfolios to portfolio optimization, Agora will integrate Pascal’s digital SaaS technology to create accessibility to industry-leading solutions. With these enhancements, Agora’s platform will provide mutual fund dealers and their advisors a cost-effective solution, while enabling them to elevate their services and engage clients.

Mutual fund dealers and advisors using the Agora platform will now have access to Pascal’s wealthtech solution, including:
· Connecting the digital capabilities of Pascal’s InvestorDNA to the advisor portal.
· Leveraging behavioural finance principles for better client engagement.
· Communicating through the Engagement Hub to deliver relevant, timely and actionable insights and advice via the client’s preferred digital channel.

The integration into the carrying dealer platform is expected to be completed in August, giving MFDA dealers and their advisors dedicated access to Pascal’s best-in-class advisor tools.

Paul Morford, CEO, Agora Dealer Services Holding Corp. “Pascal’s technology enhances our online technology platform,” said Paul Morford, Chief Executive Officer of Agora Dealer Services Holding Corp. “Pascal is an emerging wealthtech leader and the addition of their software to our platform will provide dealers and advisors with a low cost, efficient, end-to-end solution with additional features to support value-added advice for advisors. Collaborating with Pascal advances our vision as we continue to deliver cost effective industry-leading solutions to dealers and their advisors.”

Howard Atkinson, Chief Business Officer, Pascal Financial “We are committed to empowering mutual fund dealers and their advisors to deliver outstanding client engagement, achieve greater administration efficiencies and streamline compliance, which results in a superior client experience,” said Pascal Chief Business Officer Howard Atkinson. “With more and more mutual fund dealers and advisors turning to Agora’s carrying dealer platform, our turnkey advisor solution delivers the integrated digital technology that can support them as they accelerate their growth.” 

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