Douglas Anweiler's Colleagues at Pascal Financial
Douglas Anweiler's Contact Details
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Pascal Financial
Douglas Anweiler's Company Details
Pascal WealthTech designs digital technology to empower financial advisors. Integrated, intelligent and intuitive, the Pascal digital platform provides an end-to-end solution for independent advisors, family offices, portfolio managers, credit unions and enterprise wealth management firms. From its best-in-class user experience, to 100% digital onboarding and compliance, behavioural finance profiling, intelligent portfolio builder and integrated client engagement tools, Pascal makes the advisor's world better.In addition to its platform as a service (PaaS) solution, InvestorEQ, the advanced behavioural finance risk-profiling tool at the centre of the platform, is available to financial advisors as a standalone product. InvestorEQ helps advisors gain deeper insights into their clients investing behaviours and gives clients a deeper understanding of their own motivations resulting in increased client engagement, greater share of wallet, more referrals and increased prospect conversion rates.