Engagement Tools
for attracting & winning clients
- Unlimited access to the new Value Gap Assessment
- Training through Capitaliz Academy
- 1on1 onboarding, timely support, and collaboration forums
- Marketing resources including articles, eBooks, podcasts, templates, and more
- Quarterly insights reports
Strategic Planning Tools
for managing plans & retaining clients
- Business Insights Reports
- Dynamic Revaluation
- Project Management Platform with implementation roadmaps, action item panel, checklists, and more
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.
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.