Providing Strategic Solutions for Professional Advisors
Whether you are a new advisor looking to land your first client or an experienced advisor with established systems and processes, we’re confident our platform will add value to your practice and ultimately, for your business owner clients.
Whether on a monthly or annual plan, we’ll ensure you have the tools and knowledge you need to market your invaluable services to prospects, re-engage clients, confidently relay your advice on value acceleration strategies, and so much more.
The Capitaliz team can also provide custom quotes upon request – book some time with us to learn more!
Get the skills to succeed with Capitaliz Accreditation
We created Capitaliz Academy to support your professional development and make training consistent throughout your organization.
The self-paced e-learning program will teach you how to confidently navigate the Business Insights Report, Value Potential, 21-Step Implementation Roadmap, Dynamic Revaluation and client collaboration tools on the platform.
Advisors must become accredited before using the Capitaliz platform in client-facing engagements.