Adviser Plans  — FOR ACCOUNTANTS

We've got you covered

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

OUR PLANS

Build up your practice by adding funding advisory services

LIGHT

Great for ad hoc referrals to help your clients find funding

Free

RECOMMENDED

PRO

Do more than refer, build a service line around funding

£295/month

ENTERPRISE

Multi office, added security, co-branding and strategy advice

POA

HOW DO YOU WANT TO USE CAPITALISE?

Select how much support you want from our team

Compare Features

Marketplace Read more
light
  • Users: Up to 2
  • Access to 100+ Lenders
  • Cloud accounting integration
  • Funding Dashboard
  • Technical support
  • Instant messenger
  • Business credit reports: 12 per month
  • Deal commission: Up to 20%
  • Pricing: Free
pro
  • Users: Up to 5
  • Access to 100+ Lenders
  • Cloud accounting integration
  • Funding Dashboard
  • Technical support
  • Instant messenger
  • Business credit reports: 50 per month
  • Deal commission: 30%
  • Pricing: £295 per month
enterprise
  • Users: Unlimited
  • Access to 100+ Lenders
  • Cloud accounting integration
  • Funding Dashboard
  • Technical support
  • Instant messenger
  • Business credit reports: 50 per month
  • Deal commission: 40% + exclusive agreements
  • Pricing: By agreement
light
  • Depth of learning: 1 courses
  • Cloud hosted learning tool
  • Licenses: £95/license
pro
  • Depth of learning: 11 courses
  • Cloud hosted learning tool
  • Access to 11 lessons across two modules
  • Progress tracking
  • Capitalise certification
  • Licenses: 5 included
enterprise
  • Depth of learning: 11 courses
  • Cloud hosted learning tool
  • Access to 11 lessons across two modules
  • Progress tracking
  • Capitalise certification
  • Licenses: Unlimited
Playbook Read more
pro
  • Dedicated account manager
  • Strategic implementation plan
  • Internal training
  • Capitalise certification in funding
  • Marketing support & collateral
enterprise
  • Dedicated account manager
  • Strategic implementation plan
  • Internal training
  • Capitalise certification in funding
  • Marketing support & collateral

LET'S TALK PLAYBOOK

With Capitalise, you have control over your client’s experience. We take care of the admin, security and legals.

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