Annual Plan - Two Ways
Month-to-Month Plan
Annual Plan - Two Ways

$5,000 annual payment or $500 monthly payment

Book an Intro Call for Custom Pricing

$5,000/yr (billed annually) or $500/mo (billed monthly)

Cost savings of $1,000 with one-time payment  

  • Unlimited access to Engagement Tools 
  • Strategic Planning tools included for one client*
  • *Fee of $350/mo per client for each additional profile
  • Requires one year commitment
Month-to-Month Plan

$500 monthly payment

Discuss Monthly Options

$500/month (billed monthly) 

  • Unlimited access to Engagement Tools 
  • No term commitment required
  • *Strategic planning fee of $350/mo per client

 

Platform Features

Engagement Tools

for attracting & winning clients

Download Pricing Sheet
Platform Features

Strategic Planning Tools

for managing plans & retaining clients

Download Pricing Sheet
Get Started with Capitaliz

Providing Strategic Solutions for Professional Advisors

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.

Choose a month-to-month or annual plan to ensure you have the tools and knowledge needed to market your invaluable services to prospects, re-engage clients, confidently relay your advice, demonstrate progress, and more.

Capitaliz can also provide custom quotes upon request – Get in touch to learn more.

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