# Catalyst FP

> Mobile access to financial portfolio, accounts, investments, and secure vault. (iPhone/iPad app by Catalyst Financial Partners LLC.)

- Source: https://appshunter.io/ios/app/catalyst-fp/id1598596692 (this page in markdown: same URL + `.md`)
- Developer: [Catalyst Financial Partners LLC](https://appshunter.io/developer/1598596694)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2021-12-06
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/catalyst-fp/id1598596692/reviews.md

## What is Catalyst FP?

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.

## Key features

- Portfolio valuation
- Account overview
- Investment details
- Secure document vault
- Client portal access


## Frequently asked questions about Catalyst FP

### What can I do with Catalyst FP?

Catalyst FP allows you to view your portfolio valuation, get an overview of your accounts and investments, and access your secure digital vault for important documents. It provides key features from the Catalyst Financial Partners Client Portal.

### Is Catalyst FP secure?

Yes, the app provides access to a secure vault for your documents, indicating a focus on data protection. As a financial application, it is designed with security in mind for client information.

### What devices support Catalyst FP?

Catalyst FP is available for iPhone, iPad, and iPod devices. This ensures accessibility for users within the Apple ecosystem.

### How often is Catalyst FP updated?

The latest version of Catalyst FP is 5.22.1, last updated on February 5, 2026. This indicates a commitment to regular updates and maintenance.

### What are the costs associated with Catalyst FP?

Catalyst FP is available for free. There are no upfront costs to download or use the application.

### Does Catalyst FP have ads?

No, Catalyst FP does not contain advertisements. The app is ad-free, ensuring an uninterrupted user experience.

### What is the user rating for Catalyst FP?

Catalyst FP has an excellent rating of 5.0 stars based on 2 reviews. This suggests a high level of user satisfaction among its current users.

### Which financial institutions does Catalyst FP support?

Catalyst FP is designed for clients of Catalyst Financial Partners. It provides access to their specific accounts and investments managed by the firm.

## Version history (last 5 releases)

### 5.22.1 — 2026-02-05

- 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

### 5.19.0 — 2025-05-28

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.17.0 — 2025-01-27

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-10

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-10

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-01.*