Content rating
Everyone
10+
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Content rating
Everyone
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About this app

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.
Updated on
Feb 5, 2026

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
No data shared with third parties
Learn more about how developers declare sharing
This app may collect these data types
Personal info, App activity and 2 others
Data is encrypted in transit
Data can’t be deleted

What’s new

- 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
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Content rating
Everyone
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App support

About the developer
CATALYST FINANCIAL PARTNERS LLC
dan@catalystfp.com
200 Clarendon St Fl 25 Boston, MA 02116 United States
+1 781-983-4915
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