Catalytic Wealth Management Mobile app provides visibility access to anyone holding or managing a Catalytic Wealth Management account
Catalytic Wealth
What is it about?
Catalytic Wealth Management Mobile app provides visibility access to anyone holding or managing a Catalytic Wealth Management account.
App Screenshots
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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