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ComplyAdvantage Fintea Chats: Lucy Heavens on Compliance, Technology and the Future
At the ComplyAdvantage Fintea Chats, Lucy Heavens, founder of Heavens Sent GTM Services, gives refreshingly […]
Pascal Extends Free Wealthtech Bundle for Advisors as They Continue To Adjust To COVID-19 Impacts
Pascal’s digital advisor tech bundle Prevail will continue to be offered for free to financial advisors to help them until September 1st to help them engage with clients through the pandemic
Pascal Welcomes Marksman Asset Management to its Wealthtech Platform
Pascal’s fully integrated AI-powered platform reduces the Portfolio Manager’s administrative processes and simplifies compliance, turning COVID-19 headwinds into tailwinds
Pascal Announces Integration with Fidelity Clearing Canada
Bringing together Pascal’s digital wealth platform and Fidelity Clearing Canada’s custody and clearing services empowers Portfolio Managers and Financial Advisors with a seamless, turnkey solution for efficiency and growth
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