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.