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.

OUR PLANS

Build up your practice by adding capital advisory services

Starter

Everything you need to start: Raise, recover and monitor your clients' capital needs

£95/month

Partner

Everything you need to advance: Evolve your practice with capital support for your client portfolio

£195/month

RECOMMENDED

PRO

Everything you need to be the experts: Do more than refer, build a service line around capital

£395/month

ENTERPRISE

Everything you need for a national roll out: Multi office, added security, co-branding & strategic advice

POA

Just looking to help a client? Dive straight into a funding search without signing up
Funding search

HOW DO YOU WANT TO USE CAPITALISE?

Select how much support you want from our team

Compare Features

Monitor Read more
Marketplace Read more
Starter
  • 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:
Standard
  • 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:
Premium
  • 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:
Playbook Read more
Adviser app 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:
Recovery Read more

DOWNLOAD CREATE A CULTURE OF FUNDING

Find out how to make funding into a service line in your accounting firm