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Empower Your Investment Advisors

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.

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Centralized Deal Marketplace

Centralized Deal Marketplace

Access all private placements opportunities available within the firm and receive alerts when new investment opportunities are available.

Managed Allocations

Managed Allocations

Easily assign allocations across your client book to investors that are interested and suitable.

Bulk Send Distribution

Bulk Send Distribution

One click to mass distribute subscription documents that are automatically populated and error-proof for investors to complete.

Real-Time Dashboards

Real-Time Dashboards

Review the status of all subscription documents you have sent to investors in real-time to see what is complete and pending signature.

Investor Profiles

Investor Profiles

Know your client requirements including suitability, exemption status, investment preferences, and personal information.

Are You Ready For Digital Transformation?

Empower your team to focus on value added work while we manage the
technology