The Catalyst Financial Partners mobile app provides clients the ability to access the most common features from our Client Portal. This includes a portfolio valuation, an overview of their accounts and investments, and access to their vault.
What's new (v5.22.1)
- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes