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Catalytic Wealth

Catalytic Wealth Management Mobile app provides visibility access to anyone holding or managing a Catalytic Wealth Management account

Catalytic Wealth Management Mobile app provides visibility access to anyone holding or managing a Catalytic Wealth Management account

Catalytic Wealth

by Catalytic Wealth
Catalytic Wealth
Catalytic Wealth
Catalytic Wealth

What is it about?

Catalytic Wealth Management Mobile app provides visibility access to anyone holding or managing a Catalytic Wealth Management account.

Catalytic Wealth

App Details

Version
3.3.11
Rating
NA
Size
14Mb
Genre
Business Finance
Last updated
December 16, 2023
Release date
November 7, 2023
More info

App Screenshots

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App Store Description

Catalytic Wealth Management Mobile app provides visibility access to anyone holding or managing a Catalytic Wealth Management account.

For clients, the app lets you:
• View your accounts in a consolidated manner
• See up-to-date performance returns and holdings on the household, account and portfolio levels
• Access to your document vault where quarterly statements and other important documents reside
• Household allocation by asset class
• Details and Contact Information for Catalytic Wealth Management and your Wealth Advisor
• And now with an improved interface and user experience

For Wealth Advisors, the app lets you:
• Search within your clients and see a consolidated view of accounts, portfolios, and holdings
• Review your upcoming CRM calendar as a whole or by client.

This application is free to download and available to all.

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