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Capitaliz description
Capitaliz is a software platform designed for financial advisors working with mid-sized businesses in the USA. It focuses on business valuation and exit planning, providing tools for advisors to develop and manage strategies for their clients' business exits. The platform offers features like automated reporting, data-driven insights, and a structured roadmap for the exit process. Capitaliz aims to help advisors provide more informed advice, streamline their workflow, and efficiently scale their practice by targeting the growing market of business owners seeking exit strategies.
Who is Capitaliz best for
Capitaliz helps financial advisors guide mid-sized businesses through the complexities of exit planning. This platform offers automated reporting, data-driven insights, and a structured roadmap for the entire exit process. Capitaliz streamlines workflows, allowing advisors to scale their practice efficiently.
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Best fit for financial advisors supporting mid-sized businesses.
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Ideal for financial advisors specializing in exit planning.
Capitaliz features
Supported Capitaliz generates business insights reports including key drivers, financials, and implementation plans. |
Supported Capitaliz supports financial data organization through integration with accounting systems and automated reporting. |
Supported Capitaliz supports financial metrics analysis with its scorecard and accounting integration. |
Supported Capitaliz automates business insights reports and integrates with accounting systems for financial data. |
Supported Capitaliz provides real-time data insights through dynamic revaluation. |
Capitaliz pricing
The commentary is based on 3 reviews from Capitaliz G2 reviews.
Capitaliz offers two main pricing plans: an annual plan and a month-to-month plan. The annual plan includes strategic planning tools for one client, while the month-to-month plan requires a separate fee for strategic planning per client. Both plans provide unlimited access to engagement tools. Custom quotes are also available.
See the Capitaliz pricing page.
Unlimited access to Engagement Tools. Strategic Planning tools included for one client. $350/mo per client for each additional profile. Requires one year commitment.
Unlimited access to Engagement Tools. No term commitment required. Strategic planning fee of $350/mo per client.
Capitaliz alternatives
Capitaliz FAQ
Capitaliz is a software platform for financial advisors serving mid-sized businesses in the USA. It specializes in business valuation and exit planning, offering automated reporting, data-driven insights, and a structured exit process roadmap. This helps advisors streamline their workflow and efficiently scale their practice.
What is Capitaliz and what does Capitaliz do?
Capitaliz is a software platform for financial advisors serving mid-sized businesses in the USA. It specializes in business valuation and exit planning, offering automated reporting, data-driven insights, and a structured exit process roadmap. This helps advisors streamline their workflow and efficiently scale their practice.
Capitaliz integrates with accounting systems to automate reporting and facilitate data organization. It also offers dynamic revaluation for real-time data insights. More specific integrations are not publicly available.
How does Capitaliz integrate with other tools?
Capitaliz integrates with accounting systems to automate reporting and facilitate data organization. It also offers dynamic revaluation for real-time data insights. More specific integrations are not publicly available.
Alternatives to Capitaliz include Cascade Debt for debt management, AdvisorEngine for wealth management, and Cake Equity for equity management. AdvizorPro offers lead generation for financial services, while Sage Intacct and Morningstar Advisor Workstation provide accounting and investment research tools, respectively.
What the main competitors of Capitaliz?
Alternatives to Capitaliz include Cascade Debt for debt management, AdvisorEngine for wealth management, and Cake Equity for equity management. AdvizorPro offers lead generation for financial services, while Sage Intacct and Morningstar Advisor Workstation provide accounting and investment research tools, respectively.
Yes, Capitaliz is a legitimate software platform for financial advisors assisting mid-sized businesses with exit planning. G2 reviews rate it 4.8/5, highlighting its automated reporting and data-driven insights for business valuations. It streamlines workflows and helps advisors scale their practice efficiently.
Is Capitaliz legit?
Yes, Capitaliz is a legitimate software platform for financial advisors assisting mid-sized businesses with exit planning. G2 reviews rate it 4.8/5, highlighting its automated reporting and data-driven insights for business valuations. It streamlines workflows and helps advisors scale their practice efficiently.
I couldn't find pricing details for Capitaliz. For the most current information regarding whether Capitaliz is worth the cost, please visit their website.
How much does Capitaliz cost?
I couldn't find pricing details for Capitaliz. For the most current information regarding whether Capitaliz is worth the cost, please visit their website.
There is no information available about Capitaliz's customer service.
Is Capitaliz customer service good?
There is no information available about Capitaliz's customer service.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.