Capitalise

No items found.
No items found.

Your capital advisory service, ready-made. Go beyond the numbers and help your clients get their balance sheet match fit.

With our capital marketplace, you can raise finance, recover debts or protect capital. All from a single platform. Key features of our platform and services include:

  • Monitor - our portfolio analysis tool, helping accountants analyse their clients finances and opportunities
  • Playbook - a comprehensive onboarding & training guide to help you roll out a capital advisory service
  • Learn - our CPD accredited online education tool for advisers, to help practices train, upskill and develop their team

In the news

Is this your app?
If this is your app and you would like to edit your profile or include additional content (such as videos or digital downloads/resources), please reach out to apppartners@xumagazine.com

Overview

Our Monitor platform allows you to analyse portfolios and predict which clients need your attention as well as segmenting your clients.

The portfolio analysis tool gives you insight into:

  • Anticipating client funding needs
  • Open up necessary conversations
  • Keeping track of bank and credit facilities
  • Embracing paper-less and a real-time future

Also giving you access to time-saving tools to help you better support your clients.

Our segmentation tools allow you to provide a tailored experience to your client portfolio by targeting your clients with Monitor by:

  • Targeted segmentation and filtering 
  • Insights and data
  • Managing and assigning responsibility
    To learn more about Monitor, and the benefits it could bring you, book a free consultation with us today!
Is this your app?
If this is your app and you would like to edit your profile or include additional content (such as videos or digital downloads/resources), please reach out to apppartners@xumagazine.com

Videos

Capitalise com Find Business Finance in 2 minute

ASN Video

Capital Advisory Services from Capitalise

Introducing… Learn Adviser

Capital Advisory service

New features on the Capitalise platform

Is this your app?
If this is your app and you would like to edit your profile or include additional content (such as videos or digital downloads/resources), please reach out to apppartners@xumagazine.com

Digital Downloads

No digital downloads found
Is this your app?
If this is your app and you would like to edit your profile or include additional content (such as videos or digital downloads/resources), please reach out to apppartners@xumagazine.com