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Standard Plan

for advisors who want a set rate

  • Unlimited access to Engagement Tools 
  • Strategic Planning tools included for one client*
  • Requires one year commitment

*Fee of $350/mo per client for each additional client profile

Download Capitaliz Pricing Guide

Scaled Plans

for advisors actively growing their practice

  • Cost per engagement is reduced as you reach milestones with your book of business
  • Access to Engagement Tools & Strategic Planning tools for simultaneous clients

 

 

Download Pricing Guide
Engagement Tools
Strategic Planning
Engagement Tools

for attracting + winning clients

Discover Platform Features

Available with a Standard or Scaled Plan.

Strategic Planning

for plan management + client retention

Book an Intro Call

Fee-Based Availability with a Standard or Scaled Plan.

 

Get Started with Capitaliz

Providing Strategic Solutions for Professional Advisors

Our pricing plans reflect our confidence in your ability to grow your practice with Capitaliz. 

Whether 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 to the businesses of your clients.

Capitaliz can also provide custom quotes upon request.

Book an Intro Call to Discover Pricing Options
CAPITALIZ ACADEMY

Gain 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 are encouraged to become accredited before using the Capitaliz platform in client-facing engagements.

Check Out Capitaliz Academy

Using Capitaliz helped to provide credibility and data behind the recommendations I was giving. It helped to ask clients questions that I previously may not have thought about asking which has made me feel more comfortable in front of business owners and confident in ensuring I’m asking the full range of questions that will put to test what they think they know about the value of their business.  

– David Ortiz, CFP®, CEPA®

The Capitaliz platform has streamlined our whole process and helped to keep us organized and on track – the Business Insights Report itself typically being the only sales tool we need. Once the client sees the report that shares both current and potential value, they almost always decide to move forward with us to implement the 21-Step process. It contains a lot of valuable information from the client, and you can see lightbulbs going off for them as you’re walking through the report with them.

– Macy Siefert, CEPA®

I recently ran the Value Gap Assessment and was impressed. It’s sophisticated and provides a great basis for discussion with my clients. It is simple to use and something that a client can get through quickly to receive crucial information that can impact the future of their business value.

– Brian Amann, National Tax Growth and Specialty Practice Leader