Professional Connections made simple with CATALYST^®

Full integration with

Professional Connections made simple with CATALYST^®

Full integration with

Welcome to Catalyst, a web-based solution for financial planners and their professional connections. Our innovative software program is dedicated to supporting professional Introducer relationships on behalf of Financial Planners.

Build profitable business relationships

Connect securely and easily with all of your professional connections

Secure and compliant online processes

Manage referrals simply and compliantly

Cyber essential certified

Integrated with Intelliflo Office

“Catalyst can help financial planning firms develop integrated commercial relationships and increase the overall financial services revenue.”

Brian Page, Managing Director

Online Client Referal

Adviser
Notified

Case
Notes

Management Information

Professional
Connections

Financial
Planning Firm

Compliant Introductions, client consent approval all audit-able

Client Disclosure Letters

Client
Permissions

Compliance Records for PS Firm

Catalyst for Financial Planners

Catalyst delivers the best professional connection solutions for your accountants and solicitor relationships. Our secure and accessible solutions work across all devices. Work smart with our advanced reporting and CRM features.

Key Benefits to Financial Planners:

Provides a technology-driven approach to obtaining and managing professional connections.
Differentiate your professional connections proposition by offering wider client services.
Provides online centralised management information across all your professional connections.
Assists in enhancing revenues by converting new and existing relationships into profitable commercial ventures.
Provides compliance and regulatory support relevant to the professional market.
From the point of each new client introduction, build client file notes.
Encourages a greater flow of new client introductions from your connections.
Assists in promoting and leveraging specialist financial planning advice where required.
Provides you with full management information and financial reporting across all your professional connections.

More info

Catalyst for Professional Connections

Catalyst facilitates effective professional relationships for financial planners and their professional connections. Our secure and accessible solutions work across all devices. Work smart with our advanced reporting and CRM features.

Key Benefits to Personal Connections

Broadens your client service proposition by offering complementary financial services.
Assists your business with its regulatory obligations when making introductions to financial planners.
Opportunity to create and develop an additional revenue stream.
Provides a secure online process for client introductions to key selected
financial planners.
Automatically populate your regulatory client consent and disclosure letters at the appropriate stages in the referral process.
Provides concurrent management and compliance information on all introduced clients.
Kept informed on all client file notes from the point of introduction to advice completion.
Provides disclaimer letter for the professional connection if an introduction is declined by the client.

More info

"We are very pleased with the Catalyst Software. It is a compliant and professional way to record and monitor referrals between us and 3rd parties. The system is very straight forward and user friendly which means it does not add extra work to a case. Also, because all parties have their own login details to access the secure portal, it ensures they are up-to-date at all times. The source of documents provided by SIFA is great, we are very satisfied!"

Marina GabasOperations Director, Herbert & Webster Ltd

"It is important to us that we can make compliant client introductions to our unconnected financial planners. Catalyst provides this, including client data consent letters audit trail. We are updated immediately regarding our client's progress from the advisers, as soon a client note is added to Catalyst by the adviser we receive an email with a link to view the update. All our Directors and Managers have access to Catalyst, which is working well for us."

Simon TurnerManaging Director, Seymour Taylor Hampden Group