Take Your Business
To A Higher Level

Portfolio Design
Investment Research
Software & Systems

Desktop Application

CAT - Our Desktop Application

CAT integrates all the different aspects of your business

The lifeblood of the Business Process is our desktop application -- CAT. This computer program handles all the day-to-day activities you need to do in order to maintain all you existing clients and get all those new high net-worth clients.

CAT has been developed continuously for over a decade now and its focus has been entirely providing ways for financial advisors to do things better and more quickly through the integration of data from many sources. On a daily basis, CAT imports data from your back office and updates all your client accounts. On a monthly basis, CAT gets the latest information on thousands of investments, which is used to power most of the reports. Quite simply, CAT is the best tool available to run your business.