Vitality Invest

UX Design, Development, Integration & Financial Tools

Positively different investments

Vitality approached GBST and Emu with one objective in mind; to deliver a distinctly different experience for advisers and investors. They required an onboarding system and dashboard that must have:

  • A client-centric view
  • Advanced search capability across multiple businesses and data
  • Intuitive interface
  • Fully responsive
  • Simplified quoting journey
  • Third-party friendly

GBST’s Catalyst System was the solution and Vitality are the first business to use Catalyst. Catalyst provides advisers with the ability to onboard and service their customers, with access to illustrations, applications, transfers, client management and document storage, all accessed, delivered, actioned and stored via a simple, secure online interface. Catalyst’s fully responsive design gives Vitality the ability to fully customize the user experience and integrate with leading web analytics and content management software. The platform also allows for advisers and end investors to personalize their own dashboards.

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Vitality Invest