Empower Your Organization, Future
Proof Your Business

Investment Advisors and Dealing Representatives have a demanding schedule that is often disproportionately allocated to administrative tasks as their client books grow. Manual and ad hoc processes create unnecessary delays, frustrations, and uncertainties for their clients which hinders the relationship and in many cases loses in commissions. The rise and rapid growth of robo-advisors puts further pressure on investment advisors to find good investment opportunities that provide above average returns.

Katipult provides a setup of powerful, easy to use tools to assist Investment Advisors to better service their clients and pursue new client relationships, by removing all administrative inefficiencies. With Katipult, getting subscription documents will no longer be a difficult and tedious process, and replace sticky notes, snail mail, and chasing signatures.