Title: The Complete Capitaliz Experience: Tools to Scale, Manage Plans & Retain Clients
Date: Wednesday, September 24, 2025
Time: 12:00 – 1:00pm ET
Description:
Experience the full capabilities of the Capitaliz platform in this detailed demo session, tailored for advisors looking to scale their services and grow their practice.
This interactive session will cover all core tools, including the Value Gap Assessment, Business Insights Report, Dynamic Revaluation, Project Management Suite, Capitaliz Academy, and more.
Learn how each tool can help you deliver more comprehensive, efficient, and strategic planning services, ultimately attracting and retaining long-term clients and engagements.
Don’t miss this opportunity to see how Capitaliz can empower your advisory practice and elevate your client service delivery.
CLICK HERE TO ACCESS THE WEBINAR RECORDING
