Pascal extends free availability of Prevail to help advisors adjust with COVID-19

By Pavithra R

Pascal Financial, an emerging wealthtech company, has announced that their digital advisor tech bundle Prevail, which has been offered for free to financial advisors since March will continue its free availability until September 1st.

Prevail incorporates many of the client engagement modules from Pascal’s fully integrated, AI-powered wealthtech platform and is to help advisors engage clients and grow their business during the economic crisis brought on by the pandemic.

Many financial advisors struggled to adapt to the changes required from COVID-19 and the resulting economic crisis. Prevail supports advisors by helping improve client interactions through innovative engagement features, including:

• Remote client engagement tools: includes secure inbox and messaging, learning hub and content management, hassle-free video conferencing, call requests and scheduling management.
• InvestorDNA: Pascal’s behavioural finance assessment tool provides client insights on individual levers driving financial decision making.
• Portfolio stress testing analytics: illustrates black-swan events to help clients better understand their investments in a historical reference.

“We have extended our Prevail offer through the summer months as advisors recognize the need to integrate new digital technologies into their practices. Pascal wants to help advisors make that adjustment to the digital tools that will help them grow their businesses, and we don’t want the cost of technology to be a barrier at this critical stage. Working together, we can help advisors come out of this pandemic stronger for themselves and their clients,” said Sara Hilliard, COO of Pascal.

Pascal is also making donations to the Canadian Mental Health Association (CMHA) for every Prevail advisor subscription, to help the CMHA continue its mission of care and mental health advocacy.

Founded in 2019, Pascal Financial launched it’s proprietary fully integrated, AI-powered digital wealth management platform built for advisors in Canada in the first quarter of 2020, with future launches planned for the U.S. and Cayman Islands. Recently the company partnered with Fidelity Clearing Canada for offering an intuitive wealth management solution.