Overview
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
Key Features
Single platform for all your products and users
- Retail and workplace solutions
- Advisers, DFM, employers and investor/member user roles
- Pension, ISA, JISA and GIA product wrappers
- Superannuation, pension and investment platform product
- Role based features through configuration
Reach clients at all stages of their journey
- New business user journeys
- Account servicing user journeys
- Alerts and notifications
Integrate with trading management and settlement systems
- Buy, sell and switch online
- Create, modify and assign model portfolios to your investors
Offer an interactive, personalised experience
- Customisable dashboards and views
- Charting and interactive online statements
- GBST and third party integrated tools and calculators
- Content management integration for real time publishing
Save time in back office
- Real time back office updates and status
- Online document repository
Scalable and flexible to support your growth
- User administration
- Modern technology and open architecture
- Managed service hosting options
Key Benefits
Lower costs through automation
Full breadth of self-servicing journeys to allow advisers and investors to onboard and transact online with straight through processing to the back office.
Boost user engagement
Tailor the customer experience to your proposition, with self-managed content and configuration overlaid across a core set of user tested features.
Innovate and scale your offering
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.
