CATALIZR Overview

CATALIZR is an advanced investment management software designed to streamline the investment process for financial professionals and firms. This platform offers comprehensive tools for portfolio management, performance tracking, and compliance monitoring, enabling users to make informed investment decisions. With its intuitive interface, CATALIZR allows investment managers to analyze market trends, assess risk levels, and optimize asset allocations effectively. The software includes features for generating detailed reports and analytics, providing insights into investment performance and client portfolios. CATALIZR also supports integration with various financial data sources, ensuring users have access to real-time information. By leveraging CATALIZR, financial firms can enhance their investment strategies, improve client communication, and drive overall growth.

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CATALIZR Screenshot & Video

Contact Details

  • Vendor Name Utocat
  • Founded 2014
  • Location France

Support

    NA


Training

  • In-person In-person
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Financial Services, Investment Management

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CATALIZR Features

  • Arrow Icon Risk Assessment
  • Arrow Icon Document Management
  • Arrow Icon Investor Reporting
  • Arrow Icon Portfolio Analysis
  • Arrow Icon Compliance Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Monitoring
  • Arrow Icon Contact Management
  • Arrow Icon Profit/Loss Statement
  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management

CATALIZR Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • EUR (€) EUR (€)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • Annual Subscription Annual Subscription

Plans & Packages

Basic

$2000 Per Year

CATALIZR FAQs

CATALIZR is an advanced investment management software designed to streamline the investment process for financial professionals and firms. This platform offers comprehensive tools for portfolio management, performance tracking, and compliance monitoring, enabling users to make informed investment decisions. With its intuitive interface, CATALIZR allows investment managers to analyze market trends, assess risk levels, and optimize asset allocations effectively. The software includes features for generating detailed reports and analytics, providing insights into investment performance and client portfolios. CATALIZR also supports integration with various financial data sources, ensuring users have access to real-time information. By leveraging CATALIZR, financial firms can enhance their investment strategies, improve client communication, and drive overall growth.

  • No, CATALIZR does not offer a free version.

  • Yes, CATALIZR offers a free trial.

  • No, Credit Card details are not required for the CATALIZR trial.

  • CATALIZR offers the following pricing plans & packages:

    Basic

    $2000 Per Year

  • CATALIZR supports the following payment frequencies:

    • Annual Subscription

  • No, CATALIZR does not offer an API.

  • CATALIZR offers training with the following options:
    • In-person , Documentation

  • CATALIZR supports the following languages:
    • English

  • Following are the typical users of the CATALIZR:
    • Self-Employed , Small-Business , Midsize-Business

  • CATALIZR supports the following deployment:
    • Cloud Hosted

  • CATALIZR supports the following devices and operating systems:
    • Web-Based