Catalyst FP
Access portfolios, accounts, and vault
CATALYST FINANCIAL PARTNERS LLC
iPhone Screenshots
Description
Access portfolio valuations, view account and investment overviews, and access the vault. Manage investments, check balances, and review transaction history. Receive alerts and update contact information.
The Catalyst Financial Partners mobile app provides clients the ability to access the most common features from our Client Portal. This includes a portfolio valuation, an overview of their accounts and investments, and access to their vault.