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.

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.

Self-servicing journeys

Catalyst empowers your advisers, employers and investors to engage and transact online. Select from a broad set of pre-integrated user journeys by persona to maximise the self-service capabilities. Provide onboarding journeys across product wrappers and perform servicing transactions such as:

• Create new accounts
• Top up
• Withdraw
• Trade
• Portfolio model management
• Maintaining account details

Putting your users first

Differentiate your offering with a compelling digital experience:

• Simple self-service – users can onboard and manage their account online for complete convenience
• Handy updates – alerts and notifications keep users informed and tell them when they need to take action
• Interactive tools – built-in calculators engage users and dashboards help them personalise their experience
• On the go access – users can access full portal functionality from wherever they are, on any device or browser