Sterling Mutuals Selects Pascal Financial to Deliver Integrated Digital Wealth Management Platform

Leading mutual fund dealer selects fintech for their leading edge technology after extensive review

Douglas Anweiler
Jan 9 · 3 min read

TORONTO, January 9 — 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.”

About Pascal Financial

Pascal Financial is launching the only fully integrated, AI-powered wealth management platform in Canada in the first quarter of 2020, with future launches planned for the US and Cayman Islands. Led by a senior management team with more than 100 years of financial services industry experience and the app developer for Robinhood, Pascal changes the game for wealth management firms. With proprietary AI investment algorithms, world-class user design and functionality and client engagement tools, Pascal delivers the innovation investment managers need to effectively scale their operations, exceed the expectations of 21st century investors and grow their businesses in a time of digital disruption for the financial services industry.

Learn more at: www.pascalfinancial.com

About Sterling Mutuals

Founded in 1996, Sterling Mutuals Inc. is one of Canada’s premier independent mutual fund dealers with more than 300 advisors and support staff. They offer a wide assortment of non-proprietary financial products and solutions that permit their network of independent financial advisors to provide best-in-class products, services and advice to their clients. Using innovative technologies combined with professional support from their team, Sterling’s advisors excel and focus on what they do best: providing unbiased and exceptional financial advice to their clients.

Learn more at: www.sterlingmutuals.com

Media Contact:

Douglas Anweiler, VP, Marketing

danweiler@pascalfinancial.com

(416) 898–3144

Pascal Financial

Pascal empowers financial advisors with the only fully integrated, AI-powered digital wealth management platform in Canada.

Douglas Anweiler

Written by

Brand Builder | Strategic Advisor | Community Volunteer | VP Marketing, Pascal Financial | Grateful

Pascal Financial

Pascal empowers financial advisors with the only fully integrated, AI-powered digital wealth management platform in Canada.

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