Mastery explores how Capital Advisory can support the full business lifecycle, teaming up with our Accountant In Residence Kirsty McGregor to give you an expert industry view on these topics.
Be the difference.
Make the shift to advisory. Solve the issues that are holding your clients back, and become an integral part of their business journey.
Access funding from 100+ lenders
Businesses are 4x more likely to get funding with guidance from an accountant, a fast, fair process and intelligent matching to banks, alternative finance and independents.Compare funding
The building blocks of your in-house funding service
Offer clients a more strategic service by bringing business funding in-house. Be proactive about building more efficient balance sheets and give your accountants more to talk about.See adviser plans
Training your staff on funding
Expert led insight into the funding market, products and process to enable your team to spot and progress new opportunities. Train your team to proactively discuss funding, identify needs and support clients through and beyond their initial transaction.See adviser plans
HOW IT WORKS
Smarter choices. Automatically
So many financial products. So little time. Tell us what you need, our technology will find it. We’ll scour 100 banks, alternative providers and independents to make intelligent matches.
So you can compare the market, and apply to four at once. For faster, fairer access to funding and insurance. Browse finance options
- All data is encrypted so it’s safe in transit and on our servers
- Storage complies with the General Data Protection Regulation (GDPR)
- Authorised and regulated by the Financial Conduct Authority (FCA)
We can work with you or directly with your client to put offers in context, manage expectations, filter choices and chase up decisions. We're online or on the phone, just get in touch and see the difference we can make.
Capitalise seamlessly integrates with traditional, offline and cloud-based accountancy services, making it easy to get started, stay connected and get more out of the data.
Capitalise is running a host of live briefings to help accountants navigate the current climate and support their clients.