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Our Process

Catalyst OneView is your own personal financial website to help you organize all your financial information into one secure place with a single sign-on. It includes a secure electronic document vault, financial modeling, cash flow analysis and reporting, in real-time.

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Our History

PartnerView is a reporting tool which consolidates all your accounts and provides reporting of rates of return, holdings and allocations for any timeframe you select. This is where you will find your quarterly performance reports.


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Our Values

Wealthscape is an Internet-based system for individual investors which connects them to their account custodian. It allows them to view statements, tax reports, account positions, balances and history, including realized and unrealized gains and losses.

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