Capitalise
Your capital advisory service, ready made.
All Plans Include
- Access to 100+ Lenders
- Sage Business Cloud Accounting integration
- Adviser Funding Platform
- Instant Offers under £50,000
- Support and instant messager
- Training is available and varies by plan selected
- 10.5 CPD Hours included with Starter and Partner plans, 11 CPD hours with Pro
Starter
- Free / month
- 1 month contract
Included
- 1 User
- Everything you need to start: Raise, recover and monitor your clients' capital needs
- 2 business credit reports per month
- Deal renumeration: 17%
Partner
- Free / month
- 1 month contract
Included
- 2 Users
- Everything you need to advance: Evolve your practice with capital support for your client portfolio
- 10 business credit reports per month
- Deal renumeration: 25%
- Team and privacy controls
Pro
- Free / month
- 1 month contract
Included
- 5 Users
- Everything you need to be the experts: Do more than refer, build a service line around capital
- 50 business credit reports per month
- Deal renumeration: 30%
- Team and privacy controls
Notes
- Contact us for details on Enterprise plans. These provide everything you need for a national roll out: Multi office, added security, co-branding & strategic advice.
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