MONITORING YOUR CLIENT PORTFOLIO MADE EASY

Get a 360° view of all your clients’ credit profiles, cashflow and funding


We've partnered with 2020 to help you go above and beyond the basics for your clients. Identify business risks and opportunities and access the solutions to put them into action.

Get started today with insight into your first 10 clients for free

Get started for free Try out Monitor for up to 10 clients for free. No commitment or credit card required.

Power up your firm with our Flexi plan

Capitalise empowers you to advise and give your clients access to business performance insights, credit improvement, debt recovery and funding.

Connect a range of business finance solutions, all in one place, and get closer to your clients by helping them build healthier businesses.

Get started with 10 clients for free. 

  • View their Experian powered credit score band
  • See any recent changes to their credit score
  • Add Xero, QuickBooks or Sage for more insights

Already registered? Just login to start your trial.

HOW FLEXI WORKS

1
Upload clients to instantly see their financial position
Offer proactive solutions before your clients have even identified risks and be the first to spot opportunities for them to improve their financial position.
  • Import your client portfolio, segment and filter as needed
  • View credit scores, payment performance, CCJs and insights
  • Track funding facilities, how they’re used and when better options are available
  • Get tips and talking points from our Corporate Finance Analysis
2
Review risks and opportunities in your client portfolio
Set your firm up for success with a forward-thinking approach that unlocks even more of your advisory potential.
  • High risk alerts on CCJs, drops in credit scores
  • Emerging risks and opportunity to open up discussion points
  • Connect with Xero, QuickBooks and Sage to get deeper insights
  • Help your clients discover a healthier way to do business
3
Download the Capital Report and speak to your clients
Prepare for meetings in minutes and supercharge your conversations with all your client’s insights in one easy to navigate Capital Report.
  • Share or download as a PDF
  • Discuss eligibility for funding, grants, R&D and debt recovery
  • Open up conversations with your clients into new services with our helpful narratives
  • Get closer to your client and differentiate your service to understand your client's needs better
4
Invite clients to use Capitalise for Business
See your client through the eyes of a bank manager. Track their bank and credit facilities in a single, easy-to-compare view.
  • Keep tabs on product renewal dates
  • Business health and product utilisation alerts
  • Open Banking enabled - data is refreshed daily
  • Use Client tools to invite clients to track their credit profile

OUR PLANS

As a 2020 member get 20% off with one of our plans below:

FLEXI- FREE TRIAL

Get access to business credit scores, invite clients, access the 100+ lenders on our platform and FREE CPD points. Perfect for those firms who want to try before they buy

Upload 10 clients 

Try now

STARTER

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

£205/month

Find out more
Recommended 

STANDARD

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

£995/month

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

Case study - Sagars x Capitalise 

Find out how 2020 member Sagars, and their clients, have benefitted from using the Capitalise platform.

BENEFITS OF Monitor

Help clients build stronger businesses

Some clients need help to keep on track with debt repayments. Other clients could easily improve their business credit rating. Monitor gives you the insight to help them take action. 

Impress in client meetings

Ready made or customised business health reports that are simple to share online or print for any client meeting. Be proactive about your 

Manage your time efficiently

Say bye to admin tasks. We identify funding opportunities so that you and your team don’t have to.  

Embrace paperless and real time future

One platform to manage all your clients’ banks and credit facilities. Centralised. In real time. Paperless.

CHECK OUT OTHER FEATURES