Solution introduction

Self-service digital wealth platform

Digital wealth management platform delivering flexible and customisable online experiences, processed straight through to the back office

Engaging online experiences
In an increasingly digital world, Catalyst is the responsive, content driven solution 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, DFMs and investors.

  • Full breadth of self-servicing journeys from onboarding to transacting online with straight through processing to the back office
  • Tailor the customer experience to your proposition, with self-managed content and configuration overlaid across a core set of user tested features
  • Power the latest propositions and disrupt established business models by incorporating third party components, tools and multi platform data aggregation on a modern technology stack

Back-office integration
Catalyst seamlessly integrates with our Composer administration platform. Updates are passed through in real time to ensure single view of customer data for all users.

By enabling clients to manage their own activities online, you can lower operational costs, remove the need for re-keying and automate your back office.

 

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