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Description
Catalizr is user-friendly and streamlines the management of customer requests, sending out reminders when needed to gather necessary documents.
By automating the creation of engagement letters, Catalizr helps save valuable time for its users.
Enhancing the customer experience, it generates and distributes emails for corporate and investor account logins.
The process of buying or selling unlisted securities through various plans, such as stock savings plans, SME stock savings plans, retirement savings plans, or standard securities accounts, can often take several weeks or even months.
However, with Catalizr, a specialized solution for unlisted securities in the financial sector, investments are made more efficient, achieving an average turnaround time of just three days.
Since the entire process is conducted online, Catalizr enables users to execute their transactions swiftly, resulting in a time savings of at least 70%.
This innovative approach not only enhances productivity but also allows investors to focus on making informed decisions rather than being bogged down by lengthy processes.
Description
Monitor various assets including stocks, equities, funds, ETFs, currencies, and even unlisted equity in the financial market. Effectively manage your investment portfolios and analyze their performance over specified periods, utilizing key metrics such as realized and unrealized gains, daily fluctuations, total changes, and annualized returns. Stay informed with a continuous stream of stock market news, including updates specific to each stock you track. Tailor the news feed to include updates from selected international markets to enhance your insights. Effortlessly convert your stock portfolios into a single currency by leveraging real-time foreign exchange rates, allowing for seamless integration of stock quotes and holdings from diverse markets, all displayed in your preferred currency. Visualize the allocation of each stock within your entire portfolio using pie charts for better understanding. Support for multiple stock portfolios enables you to monitor various stock exchanges, manage different portfolios, or create comprehensive watchlists. This multifaceted approach ensures that you have a holistic view of your investments while keeping you informed and in control.
API Access
Has API
API Access
Has API
Integrations
Bitcoin
Ethereum
Google Drive
Litecoin
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
Free
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Utocat
Founded
2014
Country
France
Website
www.utocat.com/catalizr
Vendor Details
Company Name
Peeksoft
Website
peeksoft.co
Product Features
Product Features
Stock Portfolio Management
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection