CatalystYour tech stack already talks to each other.
Now it thinks for you.
Catalyst reads the rhythm of your book — client reviews, compliance windows, prospecting blocks — and rebuilds your calendar before Monday morning.
Used by RIAs managing 50 to 2,300+ households · SOC 2 Type II certified
Connects natively with
The gap is bigger than you think
Every row below is a decision you're making by default. Catalyst makes them deliberately.
No credit card · 5-minute setup · Works with your existing stack
Built for how advisors actually work
Not a generic scheduling tool with a financial services skin. Every feature was designed around the specific constraints of a regulated advisory practice.
Regulatory Blackout Awareness
Catalyst reads your compliance calendar — SEC review windows, FINRA quiet periods, year-end reporting blocks — and refuses to schedule client meetings during restricted slots.
Household Grouping Logic
The Chen family has three accounts. Catalyst knows to schedule their joint review once, not three separate calls.
Smart Conflict Resolution
When a client cancels at 4pm Friday, Catalyst instantly fills the slot from your prioritized prospect queue — no manual reshuffling.
Client Priority Weighting
AUM tier, review overdue status, and life event flags determine who gets the prime morning slots and who waits for afternoon.
Branch Manager Dashboard
Branch managers see every advisor's meeting cadence across the entire book — compliance gaps, overdue reviews, and capacity — in one view.
Real numbers from real books
Not case studies. Actual advisors, actual household counts, actual hours back in their week.
"I manage 187 households. Before Catalyst, I was spending Sunday nights rebuilding the week after Friday cancellations. Now the calendar just shows up right on Monday morning."
"The compliance blackout feature alone justified the subscription. We had a Q4 review window violation last year that cost us 40 hours of remediation. Catalyst caught it before it happened."
"I tried Calendly, I tried Acuity. They solve the booking problem. They don't solve the RIA problem. Catalyst knows which client gets the 9am slot and which one can wait until Thursday."
See your calendar, optimized
Enter your details and we'll show you exactly what your week looks like after Catalyst runs it.
No personal Gmail or Yahoo — we verify RIA domains.
Not ready to demo?
Download the Scheduling ROI Calculator — a PDF that shows exactly how many billable hours your current calendar is costing you.