Wealthtech firm offers tool free of charge

Pascal Financial has launched a technology bundle for advisors who are avoiding face-to-face client meetings during the Covid-19 pandemic.

Subscriptions to Prevail by Pascal will be free to advisors in Canada until July 1, the firm announced in a release on Tuesday.

Prevail offers remote client engagement tools such as secure messaging, video conferencing and scheduling management, as well as portfolio stress-testing analytics.

Pascal announced it would make a donation to the Canadian Mental Health Association (CMHA) for every Prevail subscription. The CMHA is offering free online resources to help people during the Covid-19 crisis.

Also on Tuesday, StrategyMarketing.ca announced it would offer its “4 Steps to Succeeding with Female Clients” course free of charge until April 30.

Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.