Take Control of Your Financial World.
Catalyst has created your personal financial Management website making it easy to manage both your wealth and well-being. Login now.
Life In A Box
While there is nothing simple about adulthood, comprehensive financial planning can simplify much of the stress that consumes us.
Safe and Secure
Security is a top concern for today’s investors. This video covers the detailed security measures incorporated into your Personal Financial Website.
Connect all your accounts for a consolidated view of your entire financial picture.
Join a screen sharing session quickly and easily for interactive planning anytime, anywhere.
Safely store your most important financial documents, accessible 24/7.
Know how much you’re spending, and where.
Set budgets to help reach your savings goals.
A complete financial picture available on your smart phone.
See if you’re on target to reach your most important goals.