Skip to main content
TrustRadius
CATALIZR

CATALIZR

Overview

What is CATALIZR?

CATALIZR, developed by Utocat, is a blockchain software solution designed to simplify and accelerate the management of non-listed securities in the financial sector. This product is specifically tailored for small to large companies in the financial industry, including financial advisors, back office...

Read more
Recent Reviews
TrustRadius

Leaving a review helps other professionals like you evaluate Investment Portfolio Management Software

Be the first one in your network to review CATALIZR, and make your voice heard!

Return to navigation

Pricing

View all pricing

Basic

$2,000

Cloud
per year

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
Return to navigation

Product Details

What is CATALIZR?

CATALIZR, developed by Utocat, is a blockchain software solution designed to simplify and accelerate the management of non-listed securities in the financial sector. This product is specifically tailored for small to large companies in the financial industry, including financial advisors, back office professionals, private banks, investment departments, and innovation departments.

Key Features

Simplified Management: According to the vendor, CATALIZR aims to simplify and accelerate the management of non-listed securities, potentially reducing the average processing time for transactions to 2-3 days.

Fully Online Solution: The vendor states that CATALIZR offers a fully online solution for transactions, allowing users to access and track the progress of their investments from anywhere.

Time Optimization: CATALIZR is designed to optimize the investment process, potentially saving a minimum of 70% of time by automating tasks such as generating internal documents and attestations.

User-Friendly Interface: According to the vendor, CATALIZR provides clients with a user-friendly solution for managing non-listed securities, potentially ensuring ease of use.

Quick Modifications: The vendor claims that CATALIZR enables clients to make quick modifications without the need for third-party intervention while maintaining security.

Regulatory Compliance: According to the vendor, CATALIZR aims to ensure compliance with current regulations for client investments, potentially guaranteeing the authenticity of investment documents through electronic signatures.

Client File Creation: CATALIZR is said to create client files to facilitate purchases, sales, or capital increases in various investment plans, potentially streamlining the process.

Quality Control: The vendor claims that CATALIZR improves regulatory compliance by standardizing documentation and automating the generation of internal documents, potentially providing quality control.

Comprehensive Tracking Dashboard: CATALIZR is designed to manage the progress of operations through a comprehensive tracking dashboard, potentially allowing for efficient monitoring and communication between advisors and clients.

Secure Communication: According to the vendor, CATALIZR facilitates secure communication between advisors and clients during the investment process, potentially ensuring privacy and confidentiality.

CATALIZR Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWeb-Based
Return to navigation

Comparisons

View all alternatives
Return to navigation

Reviews

Sorry, no reviews are available for this product yet

Return to navigation