Your house view
in every recap, check and client report.
Pascal reads results, broker notes and your analysts' models, then writes in your house templates. Fund managers, risk teams and advisors work from the same cited record.
Pascal Agents / Model portfolio commentary · Balanced Q3 2026
Contribution by sleeve · quarter to 30 Sep
| Sleeve | Weight | Contribution | vs benchmark |
|---|---|---|---|
| Domestic large cap | 42% | +1.9% | +0.4% |
| Global equity | 18% | +0.7% | −0.2% |
| Government bonds | 25% | +0.5% | +0.1% |
| Gold | 5% | +0.4% | 0.0% |
Agent run
Read holdings file · 30 Sep
Matched to the house view
Drafted in the advisor template
Ready for 214 client reviews
Built for firms that answer to clients, consultants and the regulator.
Pascal reads results, broker notes and your analysts' models, then writes in your house templates. Fund managers, risk teams and advisors work from the same cited record.
Front, middle and back office, writing from one record.
Capabilities
Where asset and wealth managers start with Pascal.
Front office
Equity and fixed income research
Company and issuer research, plus earnings recaps compared with your analysts' models, every figure cited.
Front office
Client portfolio reviews for advisors
Portfolio reviews and model portfolio commentary in your advisor templates, written from the house view.
Middle office
Mandate and guideline compliance
Daily checks of every holding against the limits in the offer document or mandate, with the clause behind each breach.
Middle office
Attribution commentary and dealing
Performance attribution written out by sleeve and stock, plus dealing and trade operations checks.
Back office
RFPs and consultant questionnaires
Answers drafted from your approved library, with each reviewer edit saved for the next questionnaire.
Back office
Factsheets, client and regulatory reporting
Factsheets, client reports, regulatory returns and distribution content, checked against source files before review.
One platform. Every team.
See the platformCustomer success story
How a leading APAC asset manager scaled research across 1,000+ companies
Thirty analysts cover more than a thousand listed companies, with agentic workflows running through earnings season, the off season and proxy votes. Manual work fell from 6-8 hours a day to under 2.
$70B+ asset manager
Frequently asked questions
In the front office, analysts and fund managers use AI for company research and earnings recaps, and wealth teams use it for client portfolio reviews and model portfolio commentary. In the middle office, it checks holdings against mandate limits and writes attribution commentary. In the back office, it drafts RFP answers, factsheets, client reports and regulatory returns. Pascal runs all of it on one context graph, so every team quotes the same numbers.