Connect with the products in market and insights that solve your clients’ problems, and push your practice forward.
Businesses are 4x more likely to get funding with guidance from an accountant, a fast, fair process and intelligent matching to banks, alternative finance and independents.
Browse productsOffer clients a more strategic service by bringing business funding in-house. Be proactive about building more efficient balance sheets and give your accountants more to talk about.
See product plansExpert led insight into the funding market, products and process to enable your team to spot and progress new opportunities. Train your team to proactively discuss funding, identify needs and support clients through and beyond their initial transaction.
See product plans
50% of UK SMEs only talk to the High St Banks, when looking for finance. Capitalise empowers accountants, solicitors and other advisors, to find, compare and select the right lending for their clients from the wider funding market.
In as little as 3 minutes, you'll be presented with a range of specially selected partners who can not only provide your client with the funds they need, but have a proven track record of successfully funding similar businesses within their sector.
From asset finance, invoice finance and trade finance to merchant cash advances, working capital loans and property funding, you'll be able to quickly and easily submit multiple applications with or on behalf of your client.
Need help? Give us a call on 020 3696 9700.
Working closely with our existing partners we have developed a program to help you expand your service offering, whilst enabling your clients to raise the finance they require.
We want our partners to grow as much as our clients - find out about what rewards and support we offer to our advisers, so when your clients are seeking funding, you are always their first port of call.
Need help? Give us a call on 020 3696 9700.
We know advisers often have to help clients with additional documentation during funding - with Capitalise you can be there for your clients by uploading the latest accounts or business information, whenever lenders require it.
Capitalise brings the entire funding search to your fingertips, allowing you to collaborate and track the progress of multiple applications from our easy-to-use platform.
Or give us a call on 020 3696 9700.
Find out how we have been helping professional advisers improve their service offering and win new business.
Any questions? Give us a call on 0203 696 9700 or email us at partners@capitalise.com. We'd love to tell you why companies like PKF and Haines Watts trust us with their clients.
