Wealthtech firm Pascal Financial has rolled out a technology bundle to enable advisers to engage with clients remotely amid the coronavirus (Covid-19) crisis.
Dubbed Prevail by Pascal, the new proposition is aimed at eliminating the hurdles caused by the cancellation of face-to-face meetings amid the pandemic.
Such cancellations are the result of social distancing mandated to curb the spread of the pandemic.
The new offering supports secure inbox and messaging, learning hub and content management, video conferencing, call requests as well as scheduling management.
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It also features portfolio stress testing analytics depicting black-swan events.
The aim is to offer clients more insights on their investments in a historical reference.
At the same time, Prevail by Pascal includes the firm’s behavioural finance assessment tool InvestorDNA.
Advisers in Canada will not be charged for subscribing to the new offering until 1 July 2020.
The Canadian Mental Health Association (CMHA) will receive a donation for every subscription.
Pascal CEO Frances Zomer said: “Pascal wants to do our part to help advisers’ level up, engage and prevail with their clients.
“We are grateful for the support of industry leaders including Starlight Capital, Fidelity Clearing Canada, Morningstar and GWP Brand Engineering who recognise the importance of this initiative and are helping to deliver Prevail to advisers for free.”