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Accountants Features

Adviser Plans  — FOR ACCOUNTANTS

Compare our plans

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

OUR PLANS

How many clients do you want a deeper relationship with?

STARTER

Get access to business credit scores, the 100+ lenders on our platform and FREE CPD points. This plan is perfect for new firms just starting out.

£205/month

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STANDARD

Get access to business credit scores, the 100+ lenders on our platform, on-site training and a dedicated Partnership Manager. This plan is perfect for those growing practices.

£595/month

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PREMIUM

Get access to business credit scores, the 100+ lenders on our platform, quarterly strategic reviews and client training. This plan is perfect for more established firms.

£995/month

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Want to see what you get? Sign up for free for our trial.
Try out with 10 clients

HOW DO YOU WANT TO USE CAPITALISE?

Select how much support you want from our team

Perfect for when clients ask you for help with funding. Whether you’re a funding wiz or new to the process, Capitalise gives you the freedom to use our platform for those ad hoc requests.

  • Access to 100+ lenders with one application
  • No commitment
  • Commission on paid out funding applications
Marketplace on-demand

Turn reactive into proactive and do more than refer. We work with you to build out a service around funding and help you identify when a client needs finance

  • A complete training programme to create a Culture of Funding in your practice
  • Get Capitalise certified with our funding course
  • Marketing support to promote funding to clients
Playbook

Compare Features

Monitor Read more
Marketplace Read more
Learn Read more
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
Recovery Read more

DOWNLOAD CREATE A CULTURE OF FUNDING

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