Client Center


Your Personal Dashboard
Gives you real time insights into the key components of your Atomic Plan and not only tracks your progress over time, but also provides the detailed, organized information you need to confidently catalyze financial freedom.
Your Practice Dashboard
Gives you key metrics for powerful decision-making expertise to take your practice financials to a new level of clarity and success.

Your Portfolio
Login to your Catalyze Dental Advisors investment accounts to access daily balances, transaction details, statements, tax documents, and data downloads. Our mobile investment app is also available for Android and iOS.

Document Sharing
Client Center

Your Personal Dashboard
Gives you real time insights into the key components of your Atomic Plan and not only tracks your progress over time, but also provides the detailed, organized information you need to confidently catalyze financial freedom.

Your Practice Dashboard
Gives you key metrics for powerful decision-making expertise to take your practice financials to a new level of clarity and success.
