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Capitaliz

By Capitaliz

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How would you rate your experience with Capitaliz?

Capitaliz Pricing Overview

Free Trial

Capitaliz Alternatives Pricing

The following is a quick overview of editions offered by other Other Finance & Insurance Software

Zocks
Essentials
Starting at $67.001 User Per Month
Capture notes without recordings & free up time to focus on clients
  • Meeting preparation
  • AI Note-taking
  • CRM integration
  • Financial planning integration
  • Portfolio management integration
$79.99per month/per advisor
Includes all core features!
  • Show Clients a Tax-Efficient Retirement
  • Instantly calculates the effective marginal tax rate
  • Compare alternate tax distribution strategies
  • Unique Tax Map to identify tax opportunities
  • Gain insight into unseen opportunities to add dollars to a retirement plan
$49.99per month/per advisor
Includes all core features!
  • Optimize Social Security Benefits Strategy
  • Quick, accurate, easy Social Security strategy identification and comparison
  • View alternate Social Security strategies
  • Break-even chart to see which strategy produces the best result over all life expectancy combinations
  • Client-facing seminar

Various alternatives pricing & plans

Free Trial
Pricing information for the above various Capitaliz alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.

Capitaliz Pricing Reviews

(2)
DO
Small-Business (50 or fewer emp.)
"Most Robust business valuation/exit planning tool on the market"
What do you like best about Capitaliz?

Capitaliz gives more data than the most popular exit planning valuation software which enhances the potential for the business owner. Live updates through their Dynamic Revaluation tool allow for frequent motivation bumps for the business owner allowing for more rhythm in the exit plannning engagements. They also give you all the templates for each monthly meeting so you can properly document the meeting minutes and tasks accomplished which allow for a smoother transaction when they exit Review collected by and hosted on G2.com.

What do you dislike about Capitaliz?

The price is the worst part but you pay for what you get Review collected by and hosted on G2.com.

JD
Small-Business (50 or fewer emp.)
"Most comprehensive value enhancement software"
What do you like best about Capitaliz?

For middle-market companies, the analysis of risk and intangible value factors is excellent. Review collected by and hosted on G2.com.

What do you dislike about Capitaliz?

Video training could use some updating. A few sections are obvisouly about an earlier version. Review collected by and hosted on G2.com.

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Capitaliz
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