About
Catalyst is a digital wealth management platform to deliver flexible and customisable online experiences, processed straight through to the back-office platform.
Through a single portal, you can deliver different experiences across your user base supporting advisers, paraplanners, Discretionary Fund Managers (DFMs) and investors.
✔ Fully integrates with back-office platforms and GBST wealth products, lowering operational costs, removing re-keying and automating data transfer
✔ Comprehensive set of self-servicing journeys from onboarding to transacting online such as top up, withdraw, trade, portfolio model management and account maintenance with straight through processing to the back office
✔ A customer experience that can be tailored to your proposition, with self-managed content, configuration and ability for third-party components, tools and multi-platform data aggregation
This product is intended for
- Financial Advisor
- Paraplanner
- Investor
- Fund Manager
Media
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Adviser Dashboard
Deliver different experiences and UIs across a user base of Catalyst, personalising dashboards based on important information.
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We are continuously investing...
Our latest technology developments on our wealth management products
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Self servicing user journeys
Catalyst has a comprehensive set of self-servicing journeys from onboarding to transacting online such as top up, withdraw, trade, portfolio model management and account maintenance with straight through processing to the back office. These user journeys are available for advisers and end investors.
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Consolidated client views for advisers
Catalyst has the ability to provide consolidated client views combining data from back office and client legacy policy administration systems and investment platforms.
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Investor dashboard
Investors can directly access investment accounts through a dashboard tailored to specific needs – allowing self-servicing of accounts.