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
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
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.
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.
We couldn’t be doing what we’re doing without Capitaliz.
It has taught me everything I need and given me the confidence to drive meaningful engagements with significant and valuable businesses.
The Value Gap Assessment is 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.
