Introducing Capitaliz Advisor Training Series: Onboarding Clients to the Capitaliz Platform
Fill out the form below for access to an exclusive, on-demand webinar dedicated to helping you seamlessly onboard to the Capitaliz platform.
Designed specifically to help advisors grow their practices and scale their services, Capitaliz emphasizes intuitive client onboarding as a crucial component of our software’s capabilities.
In this presentation, you’ll get an exclusive peek into our user-friendly interface, showcasing essential functionalities that empower advisors to:
- Add multiple clients and projects effortlessly
- Organize projects for optimal efficiency
- Effectively manage client plans once onboarded
Whether you’re new to Capitaliz or looking to enhance your planning experience, this webinar is packed with tips and strategies to maximize your success.
Don’t miss out on this chance to see the full potential of the Capitaliz platform!
👉 Fill out the form below for access:
