simplify the process

Advisory tools for your client managers

An easy way for your firm to collect, raise and track funding requests internally. It’s time to streamline the process.

Compare Plans Or give us a call today on 020 3696 9700.
We're ready to help.

HOW adviser app WORKS

1
Raise funding enquiries
Collaborate smarter as a firm and save time by sharing funding enquiries to be managed by a centralised funding team.
  • Capitalise App that can be accessed anytime
  • Raise requests during or after client meetings
  • No need for meeting notes, emails or calls
2
Categorise enquiries
Help your clients explore financial options early to avoid limiting their options with short timeframes.
  • Enter non-urgent requests to avoid unfavourable terms
  • Highlight urgent requests to the Funding Team
3
Track progress of your requests
Receive updates on your funding enquiries in real-time to keep you in the loop while you’re on the move.
  • Mobile notifications for request updates
  • Audit trail of events to track enquiry updates

HOW TO CHARGE FOR FUNDING SERVICES 

Download this guide to find out how to price and charge for funding services.

BENEFITS OF ADviser app

Streamline the internal process

Channel all your funding requests through the Adviser app, into the hands of your funding team. 

Keep client managers in the loop

With notifications and updates on funding requests your client managers can follow their funding requests from start to finish.

Capture missed opportunities

An easy way to capture all those missed funding opportunities that appear outside of the funding team. 

Engage the wider firm in funding

Your firm is investing in funding as a service. The Adviser app gives the wider firm the opportunity to support your strategic initiative

Compare Features

Adviser app Read more
partner
  • Raise funding enquiries to internal Funding Team
  • Real-time updates while on the move
  • Technical support
pro
  • Raise funding enquiries to internal Funding Team
  • Real-time updates while on the move
  • Technical support
enterprise
  • Raise funding enquiries to internal Funding Team
  • Real-time updates while on the move
  • Technical support

CHECK OUT OTHER FEATURES

MARKETPLACE

Access to 100+ lenders

Businesses are 4x more likely to get funding with guidance from an accountant. We have a fast, fair process and intelligent matching to banks, alternative finance and independents.

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LEARN

Deepen your funding knowledge

Our online educational tool takes you through the funding market, its products and how to talk funding with clients. Get Capitalise certified today.

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PLAYBOOK

Build a service line around funding

A 90 day programme that trains, supports and helps you roll out funding as a service line in your practice. For the firm that is serious about funding.

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