A Digital Wealth Management Portal That Puts Members First? That’s Catalyst.
Pixel-perfect real-time portals built for engagement. Catalyst enables members to see their money in motion, updated as markets move.
Deliver seamless online wealth management through a single portal. Watch Catalyst in action.
See the customisable, interactive Catalyst platform in action. Get in touch to discuss how we can help you create compelling digital experiences for your investors and advisers.
- Full breadth of self-servicing journeys from onboarding to transacting online with straight through processing to the back office
- Tailor the customer experience to your proposition, with self-managed content and configuration overlaid across a core set of user tested features
- 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
Engaging digital experiences
Catalyst can enable investors and advisers to engage, transact and self-serve online through configurable journeys, rich content and straight-through processing to back-office systems, helping firms improve customer engagement while reducing operational effort.
Increase digital self-service
Enable advisers, employers and investors to onboard, manage accounts and perform servicing activities online through intuitive, user-tested digital journeys.
Reduce operational overheads
Drive straight-through processing from digital channels into back-office platforms, reducing manual intervention, re-keying and operational effort.
Deliver differentiated customer experiences
Tailor user journeys, content and functionality to align with your proposition, brand and servicing model through configurable digital experiences.
Innovate and scale faster
Combine pre-built digital capabilities with third-party tools, data sources and integrations to launch new propositions and evolve your digital strategy over time.
Key Features
Self-service digital journeys
Provide onboarding, account servicing and transactional journeys through a library of pre-integrated digital experiences.
Multi-persona experiences
Support advisers, investors, employers and DFMs through configurable role-based functionality and user experiences.
Online trading and servicing
Enable online buy, sell and switch transactions, portfolio management and account maintenance through digital channels which are then fully automated on Composer.
Personalised dashboards and tools
Deliver configurable dashboards, calculators, alerts, notifications and interactive statements to improve user engagement.
Content and experience management
Integrate content management capabilities and configurable user experiences to support personalised and proposition-specific digital journeys.
Open integration architecture
Connect to back-office platforms, third-party services, data providers and digital tools through a modern, flexible architecture.
Built for digital engagement.
Modern digital experiences, powering seamless self-service across the wealth journey.
Catalyst delivers flexible, content-driven front ends that enable advisers, employers and investors to engage, transact and manage accounts online. Fully integrated with your back office, it streamlines operations while enhancing user experience at every stage.
- Self-service journeys across onboarding and account servicing.
- Real-time integration with back-office platforms.
- Scalable, open architecture built for growth.
Working in harmony
Elevate Catalyst with our eco-system of digital wealth management products.
GBST has a whole suite of complimentary SaaS products to streamline and enhance your wealth management systems.
Transform how clients engage with your wealth platform.
Unlock powerful self-service, real-time integration and personalised digital experiences with Catalyst.