Simplifying Your Practice - Investment Products
In addition to the over 6,000 mutual funds from such companies as Fidelity Investments, AGF and Dynamic, we also offer a managed account program called Catalyst.
For high net worth clients, the Catalyst Managed Account Program provides access to a suite of the world’s leading institutional asset managers and ETFs, sophisticated portfolio construction and risk optimization, competitive fees and comprehensive reporting.
Catalyst is a turn-key managed account program that comes complete with:
Catalyst accounts are on-book, with full support and administration, as well as seamless integration with your existing back-office processes and procedures.