Pascal: Launches Free Wealthtech Bundle
- Pascal Financial launched the only fully integrated, AI-powered digital wealth management platform built for advisors in Canada
- Announced the launch of Prevail by Pascal, an advisor-client engagement bundle helping financial advisors
- The new technology bundle offered to Canadian advisors for free until July1
- Wealth management firms have increasingly canceled face-to-face client meetings to protect the safety
- Prevail by Pascal supports advisors by helping improve client interactions during these unprecedented times through innovative engagement features
- Remote client engagement tools including secure inbox and messaging, learning hub and content management