InvestorEQ, the powerful behavioral finance tool at the core of Pascal’s integrated digital wealth management platform, is currently available as a “standalone” tool for financial advisors. Powered by ...

Overview: AI-driven finance platforms in 2026 have evolved from simple expense trackers into predictive systems that model cash-flow behavior and spending risk.

Human capital. While it’s a phrase we are all used to hearing, it’s not one of Joel Philo’s favorites. “We aren’t really capital, as you would think of equipment as necessary capital to run a company, ...