Audience
Firms that need a powerful tool for unlisted investments
About Catalizr
Easy to use, Catalizr manages customer requests and sends reminders if necessary to obtain supporting documents.
Save time, Catalizr automatically creates the engagement letter.
Improved customer experience, Catalizr creates and sends an email for corporate and investor account login.
Buying or selling unlisted securities via a stock savings plan, SME stock savings plan, retirement savings plan or an ordinary securities account can take several weeks to a few months.
With Catalizr, the unlisted securities management solution dedicated to the financial sector, your investments are simplified and fast with a reduced lead time of 3 days on average.
As the solution is entirely online, Catalizr allows you to carry out your transactions in no time, thanks to an optimized investment process that saves at least 70% of time!
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Integrations
No integrations listed.
Company Information
Utocat
Founded: 2014
France
www.utocat.com/catalizr
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Product Details
Platforms Supported
SaaS
Training
Documentation
Live Online
In Person
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