Adviser Plans — FOR ACCOUNTANTS
Compare our plans
From ad-hoc to building a service line, we're here to help you launch Capital Advisory in your practice.
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 a range of 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
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Training for your team:
Access to 23 lessons across five modules:
Progress tracking:
Capitalise Core Certification:
Capitalise Adviser Certification:
Capitalise Mastery Certification:
CPD hours:
Licences:
Training for your team:
Access to 23 lessons across five modules:
Progress tracking:
Capitalise Core Certification:
Capitalise Adviser Certification:
Capitalise Mastery Certification:
CPD hours:
Licences:
Training for your team:
Access to 23 lessons across five modules:
Progress tracking:
Capitalise Core Certification:
Capitalise Adviser Certification:
Capitalise Mastery Certification:
CPD hours:
Licences:
Read more
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
