Solution introduction
Unlock the secrets to scaling your wealth advisory services
How is it possible to engage more clients without increasing your workload or team? Capitaliz is the secret automation weapon that the next generation of advisors are using to supercharge, scale and streamline their advice services
Secret One - Automated Business Insights Reports
Deliver business valuations with deeper insights to convert one-off valuations into long-term client engagements with ease. Fast-track the delivery of a beautiful, industry-leading valuation and assessment report, including scorecards to allow “apples for apples” comparison for every industry sector.
Secret Two - The Power of Value Potential
Showing clients a current valuation with potential value projections builds excitement and buy-in. Capitaliz Value Potential outputs are based on over 150 non-financial data points from the Business Insights Report.
Secret Three - Get Ready-made Financial Game Plans
Accelerate your processes with the option for automated implementation roadmaps. High-quality reporting alone won’t earn better clients and referrals. It’s what you’re able to do with that information. An optional add on to your Business Insights Report package, Capitaliz tools can help you to prepare business owners for one of the biggest changes in their finances: moving on from their business.
