Check out a recent demo session showcasing the powerful project management features of the Capitaliz digital platform. While our valuation tools like the Value Gap Assessment and Business Insights Report are crucial in the beginning stages of an engagement, we understand the importance of having a strategic system to execute the planning process. This webinar takes a deeper look into the project management suite, showing the tools that help promote collaboration, complete tasks, and achieve planning success.
This webinar will shows advisors how to navigate through our 21-Step planning process using our digital tools, designed to map out and implement each step efficiently and effectively. You’ll see how the software generates an 18-24 month roadmap automatically, guiding you through every phase of your planning engagement.
Senior Business Development Associate, Zach Broyles, covers the following features and benefits:
- Collaborative dashboard with multi-user project capabilities for the owner and advisors
- Effective monitoring and tracking with timestamped action items and checklists
- Enhanced internal communication across multiple document formats.
- Task management and notification alerts for accountability across your advisor team
