Explore more insights

Explore our new Capital Advisory platform 

Our new key features make it even easier for you to help raise, recover and protect client capital. 

Ollie Maitland May 24, 2021

Faced with short days, a fresh lockdown and winter weather our product team doubled down on screen time and have reimagined our Capital Advisory platform.

We’ve brought funding, debt recovery, credit improvement, grants and R&D into a single, new case workflow. We’ve also taken the opportunity to refresh other key parts of the products to improve the workflow between the different parts of your Capital Advisory service.

 

Monitor: Even quicker, deeper portfolio reviews

Discovering Capital Advisory opportunities in your portfolio has proven to be an essential part of being proactive for your clients. 

Now analysing your portfolio is a whizz without having to go into each client with our new, fast client preview. We’ve also moved around our navigation so you can access our 8 advisory conversations very easily.

 

 

Cases: Open and track all on the platform

One screen to access 10 different types of capital. Whether you’re starting a funding search or looking to improve a credit score, you can track them all in a single place.

 

 

Dashboards: What’s happening, across all capital types

Our new platform ties together Capital Advisory actions and need-to-knows into a new-look dashboard. See which clients need your attention and advisory conversations right from the homepage.

 

 

 

Capital Advisory, relaunched

We’re proud to be focused on helping thousands of advisers to raise, recover and protect their clients' capital. Download our Capital Advisory guide for more information.

 

Book in a consultation with us, and we'll walk you through how Capitalise can help your clients access the capital needed to grow and expand their business. When you attend, we'll send you a Sony portable (and waterproof) speaker - perfect for those summer BBQs, even if there is a little rain. 

 

  1. Book a consultation
finance
profitability
help
alternative finance
invoice finance
fintech
news
accountant
case study
trade finance
contract finance
working capital
startup loans
refinancing
fashion finance
merchant cash advance
future accountant
product of the month
women in funding
partner of the month
business tips
accountants
accounting
product
forecasting
live session
accountex
2019
capitalise
funding
monitor
ai
international women's day
covid19 coronavirus
corporate finance
accounting firm
m&a
asset finance
hire purchase
Follow Us
Sign Up to Receive Updates

Signup to our newsletter

Have insights about the accounting community sent straight to your inbox. Sign up to our newsletter.