From ad-hoc to building a service line, we're here to help you launch Capital Advisory in your practice.
Build up your practice by adding capital advisory services
Everything you need to start: Raise, recover and monitor your clients' capital needs
Everything you need to advance: Evolve your practice with capital support for your client portfolio
RECOMMENDED
Everything you need to be the experts: Do more than refer, build a service line around capital
Everything you need for a national roll out: Multi office, added security, co-branding & strategic advice
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
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
Read more
Client profiles: Unlimited
Analyse client portfolio
Access to Capital Reports
Connect QuickBooks & Sage
Risks and opportunity insights
Tracking bank and credit facilities
Corporate finance analysis
Companies House profiles
Client profiles: Unlimited
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
Client profiles: Unlimited
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
Client profiles: Unlimited
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
Read more
Users: Up to 1
Access to 100+ Lenders
Cloud accounting integration
Adviser Funding Platform
Instant Offers under £50,000
Support and instant messager
Business credit reports: 2 per month
Deal remuneration: 17%
Pricing: £95 per month
Users: Up to 2
Access to 100+ Lenders
Cloud accounting integration
Adviser Funding Platform
Instant Offers under £50,000
Support and instant messager
Team and privacy controls
Business credit reports: 10 per month
Deal remuneration: 25%
Pricing: £195 per month
Users: Up to 5
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
Business credit reports: 50 per month
Deal remuneration: 30%
Pricing: £395 per month
Users: Unlimited
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
Business credit reports: 50 per month
Deal remuneration: 40% + exclusive agreements
Pricing: By agreement
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Training for your team: Online in a group
Access to 23 lessons across five modules
Progress tracking
Capitalise Core Certification
Capitalise Adviser Certification
Capitalise Mastery Certification
CPD hours: Up to 10.5h
Licences: 1 included
Training for your team: Online in a group
Access to 23 lessons across five modules
Progress tracking
Capitalise Core Certification
Capitalise Adviser Certification
Capitalise Mastery Certification
CPD hours: Up to 10.5h
Licences: 2 included
Training for your team: Onsite tailored
Access to 23 lessons across five modules
Progress tracking
Capitalise Core Certification
Capitalise Adviser Certification
Capitalise Mastery Certification
CPD hours: Up to 11h
Licences: 5 included
Training for your team: Onsite tailored
Access to 23 lessons across five modules
Progress tracking
Capitalise Core Certification
Capitalise Adviser Certification
Capitalise Mastery Certification
CPD hours: Up to 11h
Licences: Unlimited
Read more
Capitalise certification in funding
Marketing support & collateral: Online materials
Dedicated account manager
Capitalise certification in funding
Marketing support & collateral: Online materials
Build an internal funding team
Dedicated account manager
Strategic implementation plan
Capitalise certification in funding
Marketing support & collateral: Tailored support
Client manager training: Onsite tailored
Strategic reviews: One to one
Build an internal funding team
Dedicated account manager
Strategic implementation plan
Capitalise certification in funding
Marketing support & collateral
Client manager training: Onsite tailored
Strategic reviews: One to one
Read more
Raise funding enquiries to internal Funding Team
Real-time updates while on the move
Technical support
Raise funding enquiries to internal Funding Team
Real-time updates while on the move
Technical support
Raise funding enquiries to internal Funding Team
Real-time updates while on the move
Technical support
Read more
Debt recovery
Dispute resolution
Recovery case remuneration: 1%
Pricing: £95 per month
Debt recovery
Dispute resolution
Recovery case remuneration: 3%
Pricing: £95 per month
Debt recovery
Dispute resolution
Recovery case remuneration: 3%
Pricing: £95 per month
Debt recovery
Dispute resolution
Recovery case remuneration: 3%
Pricing: £95 per month
