Professional Connections made simple with CATALYST®
Welcome to Catalyst, a web-based solution for financial planners and their professional connections. Our innovative Platform is dedicated to supporting and developing professional Introducer relationships with 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
Client Case
Notes Updated
Management Information
Professional
Connections
Financial
Planning Firm
Compliant Introductions, client consent approval all audit-able
Compliant Introductions, client consent approval all audit-able
Client Disclosure Letters
Client Consent
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 platform work across all devices. Work smart with our advanced reporting and CRM features.
Key Benefits to Financial Planners:
- Provides a technology-driven process to working with and managing your 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.
- With every new client introduction, build the client update notes with your introducers.
- Encourages a greater flow of new client introductions from your connections.
- Assists in promoting and leveraging your specialist financial planning advice.
- Provides you with full management information and financial reporting across all your professional connections.
- Provides a compliant process for all your connections to make client introductions to you.
Catalyst for Professional Connections
Catalyst facilitates effective professional relationships for financial planners and their professional connections. Our secure platform works across all devices. Work smart with our advanced reporting and CRM features.
Key Benefits to your Professional Connections
- Broadens their client service proposition by offering them complementary financial services.
- Assists their business with regulatory & compliance obligations when making introductions to financial planners.
- Opportunity for them to create and develop an additional revenue stream (if required)
- Provides a secure compliant online process for their client introductions to financial planners.
- Automatically populates their regulatory client consents and disclosure letters at the appropriate stages in the referral process.
- Provides concurrent management and compliance information on all introduced clients.
- Catalyst keeps them informed on all client updates from the point of introduction to advice completion.
- Provides a client disclaimer letter from the professional connection if an introduction is declined by the client.
Professional Accreditations
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Professional
Connections
Financial
Planning Firm