Adviser Plans  — FOR ACCOUNTANTS

We've got you covered

From ad-hoc to building a service line, we're here to help you launch Capital Advisory in your practice.

OUR PLANS

Build up your practice by adding capital advisory services

Starter

Everything you need to start: Raise, recover and monitor your clients' capital needs

£95/month

Partner

Everything you need to advance: Evolve your practice with capital support for your client portfolio

£195/month

RECOMMENDED

PRO

Everything you need to be the experts: Do more than refer, build a service line around capital

£395/month

ENTERPRISE

Everything you need for a national roll out: Multi office, added security, co-branding & strategic advice

POA

Just looking to help a client? Dive straight into a funding search without signing up
Funding search

HOW DO YOU WANT TO USE CAPITALISE?

Select how much support you want from our team

Compare Features

Monitor Read more
starter
  • Client profiles:
  • Analyse client portfolio:
  • Specialist support for portfolio reviews:
  • Access to Capital Reports:
  • Connect QuickBooks & Sage:
  • Risks and opportunity insights:
  • Tracking bank and credit facilities:
  • Corporate finance analysis:
  • Companies House profiles:
standard
  • Client profiles:
  • Analyse client portfolio:
  • Specialist support for portfolio reviews:
  • Access to Capital Reports:
  • Connect QuickBooks & Sage:
  • Risks and opportunity insights:
  • Tracking bank and credit facilities:
  • Corporate finance analysis:
  • Companies House profiles:
premium
  • Client profiles:
  • Analyse client portfolio:
  • Specialist support for portfolio reviews:
  • Access to Capital Reports:
  • Connect QuickBooks & Sage:
  • Risks and opportunity insights:
  • Tracking bank and credit facilities:
  • Corporate finance analysis:
  • Companies House profiles:
Marketplace Read more
starter
  • Users:
  • Access to 100+ Lenders:
  • Cloud accounting integration:
  • Adviser Funding Platform:
  • Instant Offers under £50,000:
  • Support and instant messager:
  • Team and privacy controls:
  • Multi factor authentication:
standard
  • Users:
  • Access to 100+ Lenders:
  • Cloud accounting integration:
  • Adviser Funding Platform:
  • Instant Offers under £50,000:
  • Support and instant messager:
  • Team and privacy controls:
  • Multi factor authentication:
premium
  • Users:
  • Access to 100+ Lenders:
  • Cloud accounting integration:
  • Adviser Funding Platform:
  • Instant Offers under £50,000:
  • Support and instant messager:
  • Team and privacy controls:
  • Multi factor authentication:
starter
  • Training for your team:
  • Access to 23 lessons across five modules:
  • Progress tracking:
  • Capitalise Core Certification:
  • Capitalise Adviser Certification:
  • Capitalise Mastery Certification:
  • CPD hours:
  • Licences:
standard
  • Training for your team:
  • Access to 23 lessons across five modules:
  • Progress tracking:
  • Capitalise Core Certification:
  • Capitalise Adviser Certification:
  • Capitalise Mastery Certification:
  • CPD hours:
  • Licences:
premium
  • Training for your team:
  • Access to 23 lessons across five modules:
  • Progress tracking:
  • Capitalise Core Certification:
  • Capitalise Adviser Certification:
  • Capitalise Mastery Certification:
  • CPD hours:
  • Licences:
Playbook Read more
starter
  • Build an internal funding team:
  • Dedicated account manager:
  • Strategic implementation plan:
  • Capitalise certification in funding:
  • Marketing support & collateral:
  • Client manager training:
  • Strategic reviews:
standard
  • Build an internal funding team:
  • Dedicated account manager:
  • Strategic implementation plan:
  • Capitalise certification in funding:
  • Marketing support & collateral:
  • Client manager training:
  • Strategic reviews:
premium
  • Build an internal funding team:
  • Dedicated account manager:
  • Strategic implementation plan:
  • Capitalise certification in funding:
  • Marketing support & collateral:
  • Client manager training:
  • Strategic reviews:
Adviser app Read more
starter
  • Raise funding enquiries to internal Funding Team:
  • Real-time updates while on the move:
  • Technical support:
standard
  • Raise funding enquiries to internal Funding Team:
  • Real-time updates while on the move:
  • Technical support:
premium
  • Raise funding enquiries to internal Funding Team:
  • Real-time updates while on the move:
  • Technical support:
Recovery Read more
starter
  • Debt recovery:
  • Dispute resolution:
  • Recovery case remuneration:
  • Pricing:
standard
  • Debt recovery:
  • Dispute resolution:
  • Recovery case remuneration:
  • Pricing:
premium
  • Debt recovery:
  • Dispute resolution:
  • Recovery case remuneration:
  • Pricing:

DOWNLOAD CREATE A CULTURE OF FUNDING

Find out how to make funding into a service line in your accounting firm